NewTalent Business Advisor Senior Associate CroweTalent Business Advisor Senior AssociateFort Wayne, IN$59,500–$118,000 / yearServe as the point of coordination for operational tasks such as Leaves of Absence (LOA), Flexible Work Arrangements (FWA), and relocations, working closely with relevant Talent Solutions and business leaders to ensure timely and accurate execution. Reporting into the Talent Business Advisor team, this role supports the operational and logistical needs of key talent processes—helping ensure a consistent, efficient, and people-centered approach to talent delivery.
NewSenior Merchant Business Advisor KeyCorpSenior Merchant Business AdvisorIndianapolis, IN$57,000–$87,000 / yearWith a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Acquires new merchant services relationships through prospecting external sources within the Core Business Banker's assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury.
Sr. People Business Advisor ResMed IncSr. People Business AdvisorIndianapolis, INPartner with specialist groups to ensure the effective development of programs and tools to drive business goals; provides feedback on implementation and utilization of tools to ensure flawless execution; responsible for representing the client's needs and providing client feedback to the Specialist teams. They will be part of the People consultative team for a business or region, ensuring that employees, managers, and leaders get objective advice and collaborative problem solving that helps them address people issues with efficiency, empathy, and accountability.
Business Analysis Advisor - Business Intelligence The PNC Financial Services Group IncBusiness Analysis Advisor - Business IntelligenceIndianapolis, IN$60,000–$150,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Continuity Senior Advisor (Information Security Senior Advisor) Elevance HealthBusiness Continuity Senior Advisor (Information Security Senior Advisor)Indianapolis, IndianaThe Business Continuity Senior Advisor on our Global Resilience team is responsible for directly advising business leaders, fostering resilience across the enterprise, and driving high-visibility improvements across the business continuity program. Contributes to the development of new resilience strategies and initiatives that combine emerging technologies (include generative AI Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health.
NewTax Advisor for Growth-Minded Businesses OrionplacementTax Advisor for Growth-Minded BusinessesIndianapolis, INSuccessful candidates will have 3+ years of experience and will work primarily on-site with opportunities for hybrid flexibility after 90 days. This position includes client communication, tax strategy development, and the chance to grow in a collaborative environment.
Business Development Advisor Home InsteadBusiness Development AdvisorEvansville, IndianaEffectively presents Home Instead marketing materials and services to referral providers, including 1:1 meetings, as well as planning, arranging, and conducting formal group presentations to referral providers. · Maintain accurate records of all sales and prospecting activities including sales calls; presentations; closed sales; and follow-up activities within the assigned territory, including the use of software to maintain accurate records to maximize territory potential.
NewBusiness Development Executive Advisor, Labor RXBenefitsBusiness Development Executive Advisor, LaborIndianapolis, INHe/she will work closely with industry sector leaders and marketing department colleagues to ensure an organized, holistic, and client-focused strategy is developed and executed in expanding company relationships and service offerings. Actively participates in increasing the company's visibility in this sector and markets through networking, holding leadership roles in influential organizations, and developing high value opportunities and business connections.
HCM, Sales Consultant / Business Solutions Advisor Insperity IncHCM, Sales Consultant / Business Solutions AdvisorIndianapolis, INAbility to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company. Works closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives.
HCM, Sales Consultant / Business Solutions Advisor InsperityHCM, Sales Consultant / Business Solutions AdvisorIndianapolis, IndianaAbility to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company. Works closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives.
Private Wealth Advisor 619 RecruitingPrivate Wealth AdvisorIndianapolis, INCollaborate with internal teams (e.g., investment analysts, tax specialists, estate planners) and external advisors (e.g., attorneys, CPAs) to deliver holistic client solutions. The ideal candidate combines deep financial expertise with a client-centric approach to develop tailored strategies for wealth preservation, growth, and legacy planning.
Financial Advisor Northwestern MutualFinancial AdvisorCrown Point, Indiana$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Louisville Market Bank of America CorpFinancial Solutions Advisor - Louisville MarketNew Albany, INOn screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" or Merrill" makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation BofA Corp.".
FINANCIAL ADVISOR Springs Valley Bank & Trust CompanyFINANCIAL ADVISORJasper, INFull timeDevelop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
Financial Solutions Advisor Registration Candidate - Carmel Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Carmel CenterCarmel, IndianaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Advisor Development Program Client Associate Bank of America CorpAdvisor Development Program Client AssociateTerre Haute, INThis progression role is responsible for providing client service support to Financial Advisors (FAs).As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee.
Wealth Advisor & Education Consultant Hub International LtdWealth Advisor & Education ConsultantIndianapolis, INHUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services.
Wealth Advisor & Education Consultant Hub International InsuranceWealth Advisor & Education ConsultantIndianapolis, IndianaHUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services.
Senior Advisor for Digital Manufacturing FTE Factory AdvisorsSenior Advisor for Digital ManufacturingIndianapolis, INOur work spans operational excellence, lean manufacturing, manufacturing systems, data-driven decision making, AI-enabled operations, and digital manufacturing technologies, helping clients improve productivity, quality, throughput, and business performance. Our Global Advisory Network brings together independent industry experts with deep experience in manufacturing, operational excellence, digital manufacturing, industrial automation, smart factory technologies, supply chain, quality, and business systems.
Financial Solutions Advisor Registration Candidate - Schererville, IN Bank of America CorpFinancial Solutions Advisor Registration Candidate - Schererville, INSchererville, INOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN Bank of America CorpFinancial Solutions Advisor Registration Candidate - Crossings at Hobart, INMerrillville, INOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Senior Block Advisors Accounting Specialist H&R Block IncSenior Block Advisors Accounting SpecialistBLUFFTON, INYou will provide comprehensive bookkeeping and payroll services to Block Advisors' small business clients, including precise recording of financial transactions, financial statement generation, sales tax filing, and bank reconciliation. Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
Independent Seed Advisor Syngenta AGIndependent Seed AdvisorINGolden Harvest brand corn and soybeans is looking to partner with self-motivated individuals with entrepreneurial aspirations interested in running their own businesses. As an Independent Seed Advisor promoting the sales of Golden Harvest, you will sell, distribute and service seed products directly to growers.
Systems Analyst Advisor Elevance Health IncSystems Analyst AdvisorIndianapolis, IN$101,120–$151,680 / yearMinimum Requirements: Requires an BA/BS degree in Information Technology, Computer Science or related field of study and a minimum of 6 years' experience in a variety of technologies, documenting requirements and/or building test cases; or any combination of education and experience, which would provide an equivalent background. If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions.
Customer Service Advisor 1 - Highway 62 WesBanco IncCustomer Service Advisor 1 - Highway 62Jeffersonville, INConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Epic Reporting Analyst/ Systems Analyst Senior Advisor Elevance Health IncEpic Reporting Analyst/ Systems Analyst Senior AdvisorIndianapolis, IN$135,148–$202,722 / yearIf this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions Associates in these jobs must follow the specific policies, procedures, guidelines, etc as stated by the Government Business Division in which they are employed. Requires an BA/BS degree in Information Technology, Computer Science or related field of study and a minimum of 8 years experience in a variety of technologies, documenting requirements and/or building test cases; or any combination of education and experience, which would provide an equivalent background.
NewCustomer Service Advisor 1 - Spring Street WesBanco IncCustomer Service Advisor 1 - Spring StreetNew Albany, INConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Information Security Advisor - Detection Engineer Elevance Health IncInformation Security Advisor - Detection EngineerIndianapolis, INMinimum Requirements: Requires BS/BA degree in Information Technology or related field of study and a minimum of 5 years experience in systems support, system administration, system engineering, system security, access management, network security, network communications, computer networking, telecommunications, systems development and management, hardware, software, and/or data; or any combination of education and experience, which would provide an equivalent background. Must be capable of providing top-tier support for 4 or more of the information security technology common body of knowledge skill sets: 1) Access Control, 2) Application Security, 3) Business Continuity and Disaster Recovery Planning, 4) Cryptography, 5) Information Security and Risk Management 6) Legal, Regulations, 7) Compliance and Investigations, 8) Operations Security, 9) Physical (Environmental) Security, 10) Security Architecture and Design, 11) Telecommunications and Network Security.
NewCustomer Service Advisor 1 - State Street WesBanco IncCustomer Service Advisor 1 - State StreetNew Albany, INConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Information Security Senior Advisor Elevance Health IncInformation Security Senior AdvisorIndianapolis, INa minimum of 8 years' experience in business continuity management, TPRM, systems administration and security aspects of information systems, access management and network security technologies, network communications, computer networking, telecommunications, systems development and management, hardware, software, data, and people; experience with multiple technical and business disciplines required; or any combination of education and experience, which would provide an equivalent background. How you will make an impact: Leads development and execution of risk assessment methodologies to fit business, TPRM, regulatory, and technical environment considerations; Leads the development of requirements, system architecture, and software design of security and risk management products and services; leads the development of strategies for discovery, evaluation and response to new networking attacks; develops security, crisis response, and TPRM incident response plans and strategies.
Systems Analyst Advisor - Commercial Reinsurance Elevance Health IncSystems Analyst Advisor - Commercial ReinsuranceIndianapolis, IN$101,120–$151,680 / yearMinimum Requirements: Requires an BA/BS degree in Information Technology, Computer Science or related field of study and a minimum of 6 years experience in a variety of technologies, documenting requirements and/or building test cases; or any combination of education and experience, which would provide an equivalent background. This role requires working with multiple enterprise data sources-including claims systems, operational databases, and enterprise data warehouses-to ensure complete and accurate data is available for regulatory reporting.
Systems Analyst Advisor - Commercial Risk Adjustment Elevance Health IncSystems Analyst Advisor - Commercial Risk AdjustmentIndianapolis, IN$101,120–$151,680 / yearMinimum Requirements: Requires an BA/BS degree in Information Technology, Computer Science or related field of study and a minimum of 6 years experience in a variety of technologies, documenting requirements and/or building test cases; or any combination of education and experience, which would provide an equivalent background. How you will make an impact: Support end-to-end Commercial Risk Adjustment CMS submissions, including data analysis, validation, issue resolution, submission support, and post-submission activities to ensure compliance with CMS requirements.
Senior Advisor FTE Factory AdvisorsSenior AdvisorIndianapolis, INAs a Senior Advisor within our Global Advisory Network , you’ll work directly with clients to streamline processes, improve performance, and create sustainable change—often on-site where the action happens. Our Global Advisory Network brings together independent experts across multiple disciplines, creating a collaborative powerhouse of knowledge, experience, and capability.
Lesson Advisor Guitar Center CompanyLesson AdvisorBrownsburg, INFull timeOur mission is to develop and nurture lifelong musicians and make a difference in the world by enabling musicians and non-musicians alike to experience the joy that comes from creating music. The Lessons Advisor supports and grows Guitar Center’s Lessons program by managing inbound and outbound calls, coordinating lesson schedules, and delivering excellent customer service.
Systems Integration Specialist Advisor NTT America, Inc.Systems Integration Specialist AdvisorAny NTT location, INHands-on experience with API gateways (Apigee, Azure API Management, etc.), messaging systems such as Kafka or RabbitMQ , containerization using Docker , and orchestration with Kubernetes is required. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses.
Managing Advisor, Wealth Advisory FORVIS, LLPManaging Advisor, Wealth AdvisoryIndianapolis, INForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Plumbing Advisor Authority Brands, LLCPlumbing AdvisorIndianapolis, INConduct daily activities with the highest level of honesty and integrity and always displaying a positive attitude toward fellow Team Members and customers. Complete all paperwork in a timely and accurate manner on all leads, including financing paperwork and the collection of cash payments.
Senior Managing Advisor, Wealth Advisory FORVIS, LLPSenior Managing Advisor, Wealth AdvisoryIndianapolis, INForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
RCS-Advisor NEW Indiana University Health IncRCS-Advisor NEWIndianapolis, INBy working closely with executive leadership, the role helps determine specific business unit objectives and risk tolerances, leveraging deep subject-matter expertise to guide leaders across all areas within the program's scope. IU Health, in partnership with the Indiana University School of Medicine, bring together highly skilled physicians, researchers, and educators into close collaboration to provide world-class care for children and adults and improve the health of patients and communities across Indiana.
Customer Solutions Advisor BISHS RV INCCustomer Solutions AdvisorAnderson, IN$60,000–$80,000 / yearPart timeWe are dedicated to providing quality products and services that exceed the expectations of our customers and creating an atmosphere where our customers can enjoy a positive experience as friends of our family business. As a Customer Solutions Advisor, you’ll guide customers through their service visits and introduce them to accessories, upgrades, and packages that enhance their RV lifestyle.
Senior Wealth Advisor Satori DigitalSenior Wealth AdvisorIndianapolis, IndianaWe are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. With our target clientele holding $2M+ in investable assets, we’re looking for someone who can both advise and attract clients in this niche segment.
Customer Solutions Advisor Bish's RVCustomer Solutions AdvisorAnderson, IndianaWe are dedicated to providing quality products and services that exceed the expectations of our customers and creating an atmosphere where our customers can enjoy a positive experience as friends of our family business. As a Customer Solutions Advisor, you’ll guide customers through their service visits and introduce them to accessories, upgrades, and packages that enhance their RV lifestyle.
NewService Advisor Hubler ToyotaService AdvisorIndianapolis, IndianaOversee technicians working on customers’ vehicles, including their time management/efficiency, parts ordering, job completion times. If you are looking for an opportunity with excellent career growth while working for a company that is dedicated to their employees then join our team and help us grow to the next level!
Financial Advisor - Fort Wayne Thrivent Financial for LutheransFinancial Advisor - Fort WayneFort Wayne, INThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody''s Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - South Bend Thrivent Financial for LutheransFinancial Advisor - South BendSouth Bend, INAbout Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody''s Investors Service; and an AA+ rating from S&P Global Ratings.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteINRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
TOP PRODUCING SERVICE ADVISOR WANTED EARN $75K TO $180K+ HIGH-VOLUME STORE IMMEDIATE OPPORTUNITY National Automotive Training AcademyTOP PRODUCING SERVICE ADVISOR WANTED EARN $75K TO $180K+ HIGH-VOLUME STORE IMMEDIATE OPPORTUNITYBrownsburg, IN$75,000–$165,000Indy CDJR, part of the fast-growing Matt Bowers Auto Group, is aggressively hiring an experienced Service Advisor to join our high-performance team. We are looking for a strong closer who can build relationships, communicate effectively with technicians, and keep the service drive moving at a high level.
J.P. Morgan Wealth Management - Private Client Advisor - Greenfield, IN (Greenfield) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Greenfield, IN (Greenfield)Greenfield, INThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. • At least 2 years in a Financial Advisor role or equivalent financial services experience • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners • Demonstrated ability and commitment to goals-based planning and advice • A valid and active Series 7 • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Lafayette, IN JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lafayette, INLafayette, INUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westfield, IN JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westfield, INWestfield, INThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.