Community Private Wealth Advisor

JPMorganChase; Columbus (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Columbus, Ohio is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance. The role emphasizes building client relationships and engaging with the community. A successful candidate will have experience as a Financial Advisor, excellent relationship-building skills, and the necessary financial licenses. This position promotes diversity and inclusivity in the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client relationships and goal-based planning.
• A valid and active Series 7 and Series 66 license required.

Responsibilities

• Provide comprehensive financial planning to individuals and families.
• Engage and lead community events to uplift local engagement.
• Build and manage strong client relationships.

Skills

Client acquisition

Relationship management

Financial education

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Financial planning software

Job description

A leading financial services firm in Columbus, Ohio is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance. The role emphasizes building client relationships and engaging with the community. A successful candidate will have experience as a Financial Advisor, excellent relationship-building skills, and the necessary financial licenses. This position promotes diversity and inclusivity in the workplace.