National Wealth Advisor — Personal Financial Plans

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH seeks a Personal Advisor in Wealth Management's National Branch Personal Advising group to partner with clients, craft financial plans, and tailor investment portfolios designed by the Chief Investment Officer.

The role requires Series 7, Series 66 (63/65) licenses (or ability to obtain within 60 days), and state licensing across all states. A minimum of 3 years in financial services is preferred, with a Bachelor’s degree or CFP preferred.

Qualifications

• A valid and active Series 7 license.
• A valid and active Series 66 license (63/65) or ability to obtain within 60 days of starting.
• Licensed in all states.

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 apply 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.

Skills

Series 7 license

Series 66 license (63/65)

Licensed in all states

Education

Bachelor’s degree

CFP preferred

Job description

JPMorgan Chase & Co. in Columbus, OH seeks a Personal Advisor in Wealth Management's National Branch Personal Advising group to partner with clients, craft financial plans, and tailor investment portfolios designed by the Chief Investment Officer.

The role requires Series 7, Series 66 (63/65) licenses (or ability to obtain within 60 days), and state licensing across all states. A minimum of 3 years in financial services is preferred, with a Bachelor’s degree or CFP preferred.