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

JPMorgan Chase; Columbus (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Client Advisor to enhance client relationships through personalized financial planning. In this dynamic role, you will leverage your expertise to provide tailored investment solutions and foster a culture of diversity and inclusion. You will work with a diverse range of clients, ensuring they receive exceptional service and support in achieving their financial goals. If you are passionate about financial advising and ready to embrace digital innovations, this opportunity is perfect for you to make a significant impact in clients' lives.

Benefits

Comprehensive Health Care Coverage

On-site Health and Wellness Centers

Retirement Savings Plan

Backup Childcare

Tuition Reimbursement

Mental Health Support

Financial Coaching

Qualifications

• 2+ years as a Financial Advisor or equivalent experience required.
• Proven success in client relationship management and financial planning.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Educate clients on technology for better investment management.

Skills

Client Acquisition

Relationship Management

Financial Planning

Financial Markets Knowledge

Integrity

Digital Innovation

Education

Bachelor's Degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using 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.

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

Job Responsibilities

1. Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
2. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management.
3. Demonstrate a deep understanding of financial markets and sound business judgement.
4. Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
5. Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
6. Provide a holistic view of clients' needs and financial coaching beyond investments.
7. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Required Qualifications, Capabilities, and Skills

1. At least 2 years in a Financial Advisor role or equivalent financial services experience.
2. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
3. Demonstrated ability and commitment to goals-based planning and advice.
4. A valid and active Series 7.
5. 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.
6. 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.

Preferred Qualifications, Capabilities, and Skills

1. Certified Financial Planning (CFP) certification is preferred.
2. Bachelor's degree preferred.

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans