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Private Client Advisor - Wealth Planning & Digital Solutions
Job in
Pittsboro, Hendricks County, Indiana, 46167, USA
Listed on 2026-01-04
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide personalized financial planning and investment solutions. You will engage with a diverse client base, offering tailored advice while leveraging technology to enhance their investment management experience. Preferred qualifications include a Bachelor’s degree and CFP certification, while a valid Series 7 and Series 66 license are required. The role focuses on client acquisition and relationship management in a supportive environment.
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