J.P. Morgan Wealth Management – Private Client Advisor - Powell, Dublin - Ohio

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

Job summary

Join a leading financial services firm as a Private Client Advisor in Powell, Ohio. You'll provide comprehensive financial planning and advice, leveraging your expertise to help clients achieve their financial goals. This role emphasizes relationship management and client acquisition, with a strong commitment to diversity and inclusion.

Benefits

Comprehensive Health Care

Retirement Plans

Tuition Reimbursement

Mental Health Support

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to manage investments.

Skills

Client Acquisition

Relationship Management

Financial Coaching

Education

Bachelor’s Degree

Tools

Series 7 License

Series 66 License

Life, Health, and Long Term Care Insurance License

Job description

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Job Description

At J.P. Morgan Chase, we are passionate about helping our clients, caring for our employees, building relationships, and delivering exceptional customer service, all 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 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. Your expertise will support a wide range of 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, relying on leadership and relationship-building skills, with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, prioritizing 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 integrating with key partners.
• Ability and commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or must be obtained within 60 days of starting the role.
• Valid and active Life, Health, and Long Term Care Insurance license, or must be obtained within 60 days of starting the role.

Preferred Qualifications, Capabilities, And Skills

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

About Us

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 support small businesses, nonprofits, and cities in their growth, providing solutions to meet their financial needs.

We offer a competitive total rewards package, including base salary based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or equity, recognizing individual achievements. We also provide benefits such as comprehensive health care, wellness centers, retirement plans, backup childcare, tuition reimbursement, mental health support, and financial coaching. Additional details will be provided during the hiring process.

We value diversity and inclusion and are an equal opportunity employer. We do not discriminate based on protected attributes and make reasonable accommodations for religious practices, mental health, or physical disabilities. For more information, visit our FAQs regarding accommodations.

About The Team

The Consumer & Community Banking division serves our Chase customers through various financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales and deposit growth and have the most-used digital solutions, ranking first in customer satisfaction.

J.P. Morgan Wealth Management, as part of the Consumer Bank, is committed to serving clients’ financial needs with offerings from self-directed investing to full-service advising. The business manages approximately $400 billion in assets with about 4,000 advisors across 3,500 branches and 21 offices. We work daily to help clients reach their goals, fostering diversity and internal growth to deliver exceptional service and innovative solutions.