Wealth Advisor – Private Client & Relationship Lead

J.P. Morgan in Mishawaka, Indiana, is seeking a Private Client Advisor to provide financial planning and investment solutions. The role requires at least 2 years of experience in financial services, with a focus on building relationships with clients. Candidates must have a Series 7 and Series 66 license, along with strong skills in client acquisition and goals-based planning. The position emphasizes customer service excellence and digital engagement, offering opportunities for professional growth within a leading bank.
As a Wealth Advisor – Private Client & Relationship Lead, you will play an important part at Aumni in Mishawaka, IN, United States. This posting is for the Wealth Advisor – Private Client & Relationship Lead role at Aumni, based in Mishawaka, IN, United States. We are looking to fill the Wealth Advisor – Private Client & Relationship Lead position at Aumni in Mishawaka, IN, United States.