Personal Wealth Advisor — Custom Financial Planning

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

Benefits offered by this job

Health care coverage

On-site health & wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase's Wealth Management National Branch Personal Advising group seeks a Personal Advisor to partner with clients, create customized financial plans, and match portfolios designed by the Chief Investment Officer. Meetings occur via video or phone, with a team-based office environment to support a full book of clients.

You will deliver ongoing advice, guide clients through goals-based planning, and help them navigate changing financial priorities across life stages.

Qualifications

• ,
• Active Series 7 license required
• Active Series 66 license required or ability to obtain within 60 days of starting in role
• 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 nurture relationships
• Adopt a solution-oriented mindset to achieve best outcomes for clients
• Ensure proposed solutions meet clients' needs short to long term via holistic goals-based planning
• Demonstrate strong organizational skills and disciplined daily approach
• Educate clients on digital products to monitor and achieve financial goals

Skills

Series 7

Series 66 (63/65)

Licensed in all states

Education

Bachelor’s degree preferred

CFP preferred

Job description

J.P. Morgan Chase's Wealth Management National Branch Personal Advising group seeks a Personal Advisor to partner with clients, create customized financial plans, and match portfolios designed by the Chief Investment Officer. Meetings occur via video or phone, with a team-based office environment to support a full book of clients.

You will deliver ongoing advice, guide clients through goals-based planning, and help them navigate changing financial priorities across life stages.