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Private Wealth Advisor: Holistic Planning & Digital Tools
Job in
Lafayette, Tippecanoe County, Indiana, 47903, USA
Listed on 2026-08-13
Listing for:
Next Frontier Capital
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advised solutions for individuals and families. You will engage clients, build trusted relationships, and lead with integrity, leveraging digital tools to enhance service and outcomes.
The role emphasizes goals‑based planning, strong client acquisition, and collaboration with partners to deliver tailored investment solutions across a broad platform.
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