J.P. Morgan Wealth Management – Private Client Advisor - Columbus, Worthington - Ohio

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

Job summary

Join a leading financial services firm as a Private Client Advisor in Columbus, Ohio. You will provide comprehensive financial planning and investment solutions, focusing on relationship management and client education. This role emphasizes integrity and client success, leveraging digital innovations to enhance client experiences.

Benefits

Health Care

Retirement Plans

Wellness Centers

Tuition Reimbursement

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Valid and active licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for managing investments.
• Provide holistic financial coaching.

Skills

Client Acquisition

Relationship Management

Financial Coaching

Education

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Life Insurance License

Job description

J.P. Morgan Wealth Management – Private Client Advisor - Columbus, Worthington - Ohio

Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Columbus, Worthington - Ohio role at JPMorgan Chase

Job Description

At J.P. Morgan Chase, we are passionate about helping our clients, taking care of our employees, building relationships, and delivering exceptional customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform and cutting-edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, supporting clients from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients through relationship management and leadership, focusing on relationship building rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, doing right by clients at every opportunity.
• Educate clients on available technology and channels 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.

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners.
• Goals-based planning and advice experience.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or must be obtained within 60 days of starting.
• Valid and active Life, Health, and Long Term Care Insurance license, or must be obtained within 60 days of starting.

Preferred Qualifications

• Certified Financial Planning (CFP) certification preferred.
• Bachelor’s degree preferred.

Investment and Insurance Products

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR GUARANTEED BY JPMorgan Chase Bank, N.A., or its affiliates
• SUBJECT TO INVESTMENT RISKS, INCLUDING LOSS OF PRINCIPAL

Products are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, member of FINRA and SIPC. Insurance products are available through Chase Insurance Agency, Inc., a licensed insurance agency. Affiliates under JPMorgan Chase & Co. control. Not all products available in all states.

About Us

J.P. Morgan Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create lifelong relationships and prioritize our customers. We also support small businesses, nonprofits, and cities with tailored solutions.

We offer a comprehensive rewards package, including salary, potential commissions, and benefits such as health care, retirement plans, wellness centers, tuition reimbursement, and more. We value diversity and are an equal opportunity employer, making accommodations for religious practices and disabilities.

About The Team

Our Consumer & Community Banking division serves clients via personal banking, credit cards, mortgages, auto financing, investment advice, and more. J.P. Morgan Wealth Management, part of this division, manages ~$400 billion in assets with ~4,000 advisors across numerous branches. We are committed to diversity and fostering internal growth to deliver exceptional service and innovative solutions.