J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH

Testing Site - JPMC; Westerville (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Personal Advisor to partner with clients in Wealth Management’s National Branch Personal Advising group. You will create customized financial plans, meet clients via video or phone, and connect them with portfolio strategies managed by the CIO.

You will work in a team-based office to support a full client book. The role requires Series 7 and Series 66 licenses (or ability to obtain within 60 days), and multi-state licensing.

Qualifications

• A valid and active Series 7 is required.
• A valid and active Series 66 (63/65) license is required or obtainable within 60 days of start.
• This role requires licensing in all states.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients reach financial goals.
• Convert high-quality leads into new clients and maintain relationships.
• Adopt a solution-oriented mindset for optimal client outcomes.
• Ensure proposed solutions meet clients' short-, medium-, and long-term objectives via holistic planning.
• Demonstrate strong organizational skills and disciplined daily approach.
• Educate clients on digital products to monitor and achieve goals.

Skills

Series 7

Series 66

Licensing in all states

Client relationships

Education

Bachelor's degree (preferred)

CFP (preferred)

Job description

At J.P. Morgan Chase, our passion for client success drives everything we do. We empower our employees and foster meaningful relationships, ensuring every interaction is exceptional. Our commitment to diversity and inclusion is at the heart of our culture. Leveraging innovative digital technology and a robust investment platform, we deliver tailored solutions for every client. Join us and be the face of a brand that sets the standard for extraordinary service and results..

As a Personal Advisor in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a team based office environment to support the full book of clients.

Job responsibilities

• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high quality leads into new clients and help to maintain those relationships
• Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.

Required qualifications, capabilities, and skills

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states

Preferred qualifications, capabilities, and skills

• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor’s degree preferred
• CFP preferred