Private Client Advisor — Holistic Wealth Planner

JPMorgan Chase & Co.; Grove City (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in Ohio.

You will use a broad product platform and digital tools to deliver personalized solutions and deepen client relationships. Ideal candidates have 2+ years as a Financial Advisor, strong client acquisition skills, and active securities and insurance licenses, with CFP preferred and a

Qualifications

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

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's 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

Skills

Client acquisition

Relationship management

Goals-based planning

Financial guidance

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in Ohio.

You will use a broad product platform and digital tools to deliver personalized solutions and deepen client relationships. Ideal candidates have 2+ years as a Financial Advisor, strong client acquisition skills, and active securities and insurance licenses, with CFP preferred and a