National Branch Wealth Advisor – Personal Financial Planning

JPMorgan Chase; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Discretionary incentive compensation

Job summary

J.P. Morgan Chase seeks a Personal Advisor in Wealth Management's National Branch Personal Advising group to partner with clients in creating custom financial plans, meeting clients via video or phone, and matching portfolios managed by the CIO.

You will also advise existing clients as priorities shift and work in a team-based office environment to support a full client book. The role emphasizes delivering tailored financial roadmaps, applying holistic planning, and educating clients on digital

Qualifications

• Active Series 7 license is required.
• Series 66 (63/65) license required or obtainable within 60 days of starting.
• Must be licensed in all states.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients reach goals.
• Convert high quality leads into new clients and maintain relationships.
• Use a solution-oriented mindset to achieve best outcomes for all clients.
• Ensure proposed solutions meet clients' short-, mid-, and long-term needs via holistic planning.
• Demonstrate strong organizational skills and a disciplined approach throughout the day.
• Educate clients on digital products to monitor and achieve goals.

Skills

Series 7

Series 66

Licensing in all states

Client service

Education

Bachelor's degree preferred

CFP preferred

Job description

J.P. Morgan Chase seeks a Personal Advisor in Wealth Management's National Branch Personal Advising group to partner with clients in creating custom financial plans, meeting clients via video or phone, and matching portfolios managed by the CIO.

You will also advise existing clients as priorities shift and work in a team-based office environment to support a full client book. The role emphasizes delivering tailored financial roadmaps, applying holistic planning, and educating clients on digital