Private Client Wealth Advisor — Relationship-Driven & Digital
Job in
Lafayette, Tippecanoe County, Indiana, 47903, USA
Listed on 2026-06-02
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-06-02
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. is looking for a Private Client Advisor to provide financial planning and advice to a diverse range of clients. You will focus on building client relationships, delivering personalized investment solutions, and enhancing clients' understanding of technology for their financial needs.
This role demands strong interpersonal skills and a commitment to goals-based planning. A Series 7 license and a valid Life, Health, and Long Term Care Insurance license are mandatory. Office location is in Lafayette, Indiana, and the role offers growth opportunities within wealth management.
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