Client-First Financial Advisor — Tech-Savvy Planning

JPMorganChase; Columbus (OH); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking a Financial Advisor for JPMorgan Investments Direct to provide comprehensive financial planning and investment guidance to clients. You will build strong client relationships, educate clients on digital tools, and deliver tailored advice across a range of products in a team-based office setting.

Experience in financial services is preferred, with licensing requirements in multiple states and potential sponsorship for additional licenses if qualified.

Qualifications

• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• Candidate must be licensed in all states.

Responsibilities

• Leverage knowledge of financial markets to explain concepts and build client rapport.
• Deliver an exceptional client experience for a diverse client base.
• Perform service transactions for advisory clients with accuracy and professionalism.
• Offer a broad range of investment products including IRA, Roth IRA, Brokerage, Annuity and Managed Accounts.
• Understand client needs and provide actionable investment strategies.
• Maintain organization and manage multiple priorities in a fast-paced environment.

Skills

Client relationship building

Financial acumen

Communication skills

Education

Bachelor's degree

Job description

JPMorgan Chase is seeking a Financial Advisor for JPMorgan Investments Direct to provide comprehensive financial planning and investment guidance to clients. You will build strong client relationships, educate clients on digital tools, and deliver tailored advice across a range of products in a team-based office setting.

Experience in financial services is preferred, with licensing requirements in multiple states and potential sponsorship for additional licenses if qualified.