Valvoline IncNewCustomer Service Advisor (Bilingual) Valvoline IncCustomer Service Advisor (Bilingual)Whitestown, INimpressions and build loyal customers by using product knowledge and services to present oil change options and. English/Spanish speaking bilinguals preferred, otherwise English fluency in reading, writing, and speaking is required.
Valvoline IncNewCustomer Service Advisor Valvoline IncCustomer Service AdvisorIndianapolis, INimpressions and build loyal customers by using product knowledge and services to present oil change options and. This role requires the ability to review, read, and understand written and digital training materials, safety procedures, labels, and operational instructions.
CEO LifeNewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedIndianapolis, INThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
Group Financier SignatureNewLife Insurance Advisor - Remote (Commission-based) Group Financier SignatureLife Insurance Advisor - Remote (Commission-based)Indianapolis, INRemoteGroupe Financier Signature is an independent Managing General Agency that supports financial advisors. This is a 1099 independent contractor opportunity offering access to top insurance carriers, structured support, and a flexible work model.
Gainsight, Inc.Customer Advisor Gainsight, Inc.Customer AdvisorIN$145,000–$155,000 / yearThis is a great opportunity for someone who thrives in a highly consultative, fast-evolving environment and enjoys working cross-functionally with prospective and existing customers, customer success, and leadership teams. Develop and deliver strategic consulting engagements that enhance customer experience (CX) strategies, actively engage cross-functional stakeholders, and equip teams to maximize the value of Gainsight solutions.
Boss Truck Shops, IncCustomer Service/Service Advisor Boss Truck Shops, IncCustomer Service/Service AdvisorIndianapolis, Indiana$16–$25 / hourThe employee must occasionally lift and/or move up to 50 lbs., while performing the duties of this job, the employee is required to frequently stand, walk, use hands and fingers, handle or feel, reach with hands and arms, talk, and hear; occasionally sit, climb, or balance, stoop, kneel, crouch or crawl. Their duties include greeting customers and helping them determine repairs and relevant costs, maintaining up-to-date knowledge about Boss Shops range of services and contacting customers to update them about their vehicle’s repair status.
The Aaron's Co IncCustomer Accounts Advisor The Aaron's Co IncCustomer Accounts AdvisorIndianapolis, IN$12.75–$13.50 / hourAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
Bish's RVCustomer 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.
Aaron's IncCustomer Accounts Advisor Aaron's IncCustomer Accounts AdvisorIndianapolis, IN$12.75–$13.50 / hour_*_ _Note that the pay range provided above_ _is the lowest to highest_ _rate_ _we in good faith believe we would pay for this role at the time of this posting_ _._ _We may_ _ultimately pay_ _more or less than the posted range, and the range may be_ _modified_ _in the future_ _._ _An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs._ Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
RECREATION UNLIMITEDCustomer Experience Advisor RECREATION UNLIMITEDCustomer Experience AdvisorNoblesville, INAll of our leads that we follow up on are customers that have personally reached out to us to help them in their journey of finding one of our great products (aka no cold calling). As a growing, progressive, locally owned and operated business, Recreation Unlimited offers a great work-life balance, great health benefits, and a competitive salary.
Beacon Pointe AdvisorsWealth Advisor Beacon Pointe AdvisorsWealth AdvisorIndianapolis, INKey attributes of the successful candidate include excellent communication (written and verbal), organization, and interpersonal skills, as well as the ability to excel in a fast-paced team environment. Beacon Pointe Advisors is one of the nations largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Beacon Pointe AdvisorsAssociate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorIndianapolis, INThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience, enhancing our clients lives through alignment of their wealth and what matters most. Beacon Pointe Advisors is one of the nations largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Allstate Insurance CompanyLicensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteINRemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Orion Advisor SolutionsAdvisor Growth Consultant Orion Advisor SolutionsAdvisor Growth ConsultantINRemoteWorks closely with Senior Advisor Consultants in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle. Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g.
Press Ganey Associates LLCEmployee Experience (EX) Advisor - Healthcare Press Ganey Associates LLCEmployee Experience (EX) Advisor - HealthcareINRemote$81,000–$115,000 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders.
Trinity Life SciencesVP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorIndiana, INTrinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.
CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)INRemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Love's Travel Stops & Country StoresService Advisor - Truck Care Love's Travel Stops & Country StoresService Advisor - Truck CareIndianapolis, INWith nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager.
PorscheService Advisor PorscheService AdvisorIndianapolis, IndianaTom Wood Porsche is seeking a high-performing, customer-focused Service Advisor to deliver an exceptional service experience for our clients. Service & Repair CoordinationAccurately write repair orders reflecting customer concerns and technician findings.
Kia of FishersNewAutomotive Service Advisor Kia of FishersAutomotive Service AdvisorFishers, IndianaYou will play an active role in the Service Lane by providing excellent service and suggestions to keep the customer’s vehicle in top shape. The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states.
DriveTimeNewSales & Operations Advisor DriveTimeSales & Operations AdvisorIndianapolis, Indiana3+ years of related work experience Minimum of 3 years of experience in sales and retail operations, with proven success in driving sales performance, managing operational processes, and delivering high-quality customer experiences. In addition to customer engagement, the Advisor supports dealership operations by completing required operational tasks, maintaining compliance, and helping ensure the dealership is prepared to deliver consistent, high-quality customer experience.
Genesis of CarmelAutomotive Service Advisor- Luxury Genesis of CarmelAutomotive Service Advisor- LuxuryIndianapolis, IndianaYou will play an active role in the Service Lane by providing excellent service and suggestions to keep the customer’s vehicle in top shape. The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states.
Penske CorporationService Advisor Penske CorporationService AdvisorIndianapolis, INAs a trusted Service Advisor, you will be the liaison between the customer and the service department, scheduling appointments, reviewing service history, relaying important information about vehicle maintenance and repairs to customers, and providing accurate cost estimates. At Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, and we aim to deliver the very best experience possible to our customers.
JPMorgan Chase & CoSenior Home Lending Advisor- Indianapolis, IN JPMorgan Chase & CoSenior Home Lending Advisor- Indianapolis, INIndianapolis, INJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase & CoSenior Home Lending Advisor-Avon, IN JPMorgan Chase & CoSenior Home Lending Advisor-Avon, INAvon, INJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Ed Martin AcuraAutomotive Service Advisor Ed Martin AcuraAutomotive Service AdvisorIndianapolis, IndianaA successful candidate will have great communication skills, high levels of patience, and the ability to effectively address customer concerns in the moment. Ed Martin Automotive Group is looking to add Service Advisors to our growing team.
MidasService Advisor/Service Writer MidasService Advisor/Service WriterFrankfort, IndianaAs one of the largest destinations for automotive services, Midas is dominating the industry in developing career paths and building relationships within the communities they serve. If you're someone who enjoys helping customers, driving results, supporting a team, and building a career in automotive management, we'd love to talk.
Kia of CarmelAutomotive Service Advisor Kia of CarmelAutomotive Service AdvisorIndianapolis, IndianaYou will play an active role in the Service Lane by providing excellent service and suggestions to keep the customer’s vehicle in top shape. The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states.
Ed Martin HondaAutomotive Service Advisor Ed Martin HondaAutomotive Service AdvisorIndianapolis, IndianaA successful candidate will have great communication skills, high levels of patience, and the ability to effectively address customer concerns in the moment. Ed Martin Automotive Group is looking to add Service Advisors to our growing team.
JPMorgan Chase & CoSenior Home Lending Advisor - Plainfield IN JPMorgan Chase & CoSenior Home Lending Advisor - Plainfield INPlainfield, INRequired Qualifications, Capabilities, and Skills: • Bachelors degree or equivalent work experience in sales and/or real estate • 3+ years of mortgage lending and proven sales experience in retail banking • Knowledge of real estate market in local area • Excellent written and oral communication skills • Knowledge of FHA, VA, FNMA, and FHLMC guidelines. Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
JPMorgan Chase & CoSenior Home Lending Advisor - Greenwood IN JPMorgan Chase & CoSenior Home Lending Advisor - Greenwood INGreenwood, INRequired Qualifications, Capabilities, and Skills: • Bachelors degree or equivalent work experience in sales and/or real estate • 3+ years of mortgage lending and proven sales experience in retail banking • Knowledge of real estate market in local area • Excellent written and oral communication skills • Knowledge of FHA, VA, FNMA, and FHLMC guidelines. Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
CHRISTIAN BROTHERS AUTOMOTIVEAutomotive Service Advisor / Writer | Up to $75k u0026 Weekends Off | Brownsburg CHRISTIAN BROTHERS AUTOMOTIVEAutomotive Service Advisor / Writer | Up to $75k u0026 Weekends Off | BrownsburgBrownsburg, INJob Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first.
CHRISTIAN BROTHERS AUTOMOTIVEAutomotive Service Advisor / Writer | Weekends Off | Fishers CHRISTIAN BROTHERS AUTOMOTIVEAutomotive Service Advisor / Writer | Weekends Off | FishersFishers, INJob Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first.
JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Indianapolis IN JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Indianapolis INIndianapolis, INFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Avon IN JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Avon INAvon, INFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
AudiInternal Service Advisor AudiInternal Service AdvisorIndianapolis, IndianaManage loaner car fleet: add new loaners, retire loaner as directed, coordinate with Title Department to ensure loaners have assigned plates, manage insurance updates to ensure all vehicles have updated insurance cards, manage registration updates, manage maintenance of vehicles in loaner fleet. Support service porter as needed: assist in parking vehicles, washing cars, dropping off vehicles to other dealers or vendors, test-driving client vehicles, shuttling clients, etc.
Benjamin Franklin Plumbing Franchising LLCPlumbing Advisor Benjamin Franklin Plumbing Franchising LLCPlumbing AdvisorIndianapolis, IN$75,000–$150,000 / yearComplete all paperwork in a timely and accurate manner on all leads, including financing paperwork and the collection of cash payments. Conduct daily activities with the highest level of honesty and integrity and always displaying a positive attitude toward fellow Team Members and customers.
JX Enterprises IncService Advisor JX Enterprises IncService AdvisorIndianapolis, IN$65,000–$72,000 / yearOur values of Honoring Commitments, Creating Positive Experiences, Fostering Lifelong Learning, Exhibiting Pioneering Spirit, and Demonstrating Good Stewardship permeates every aspect of our company. From entry-level opportunities to experienced roles, this position is tailored for motivated and career-minded individuals seeking the potential for growth and increased responsibility as they expand their knowledge.
Syngenta AGIndependent Seed Advisor Syngenta AGIndependent Seed AdvisorSheridan, INGolden 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.
Hubler ToyotaService 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!
Italian ImportsAutomotive Service Advisor Italian ImportsAutomotive Service AdvisorIndianapolis, IndianaLocated at Napleton Italian Import- in Carmel, Indiana (recently voted the #1 best city to live in America, by U.S. News and World Report. Automotive Service Advisor, Automotive Service Consultant, Automotive Service Writer, Luxury Service Advisor.
JPMorgan Chase & CoJ.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.
FORUM Credit UnionMortgage Advisor FORUM Credit UnionMortgage AdvisorFishers, INProficient computer skills (Microsoft Office software) What we offer: Competitive industry pay and the opportunity to earn incentives Award winning training and development Comprehensive benefits package FORUM Credit Union is a full service financial institution offering 13 convenient branch locations in the Indianapolis area. As a Mortgage Advisor, a typical day might include the following: Conduct mortgage application interviews of applicants generated through established contacts: SEGs, Direct Requests, Payoff Requests, Expired Applications, FORUM Marketing Events, and Outside Referral Sources etc.
JPMorgan Chase & CoJ.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.
PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerIndianapolis, IN$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Elevance HealthStrategic Account Advisor Elevance HealthStrategic Account AdvisorIndianaWith general supervision, provides account management knowledge to Small Groups and is able ask for and accept guidance when needed from leadership and/or team members acting as a resource. Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.
PNC BankSenior Estate Settlement Advisor - Private Bank PNC BankSenior Estate Settlement Advisor - Private BankIndianapolis, IndianaEngages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. In 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.
FORUM Credit UnionMember Advisor/Teller - Greater Indianapolis FORUM Credit UnionMember Advisor/Teller - Greater IndianapolisFishers, IndianaAlthough we may not have an immediate opening, we are always seeking exceptional individuals who are passionate about making a difference and contributing to our dynamic team. This announcement serves as an open invitation for interested candidates to apply for potential future opportunities.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Indianapolis, IN (Shadeland and 75th / Lawrence Frank) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Indianapolis, IN (Shadeland and 75th / Lawrence Frank)Indianapolis, 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Noblesville, IN (Hazel Dell and 146th Branch) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Noblesville, IN (Hazel Dell and 146th Branch)Noblesville, 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.