Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Beavercreek (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Financial Advisor in Beavercreek, Ohio, focused on delivering personalized investment solutions to clients. You will champion your team's success while maintaining integrity and cultivating strong client relationships. This role requires a deep understanding of financial markets and the ability to provide holistic financial coaching.

The ideal candidate will have over 2 years of experience in a Financial Advisor role and possess necessary licenses. A competitive benefits package is offered, including health coverage, retirement plans, and mental health support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate integrity and educate clients on available technologies.

Skills

Client acquisition

Relationship management

Financial market understanding

Financial coaching

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Financial Advisor in Beavercreek, Ohio, focused on delivering personalized investment solutions to clients. You will champion your team's success while maintaining integrity and cultivating strong client relationships. This role requires a deep understanding of financial markets and the ability to provide holistic financial coaching.

The ideal candidate will have over 2 years of experience in a Financial Advisor role and possess necessary licenses. A competitive benefits package is offered, including health coverage, retirement plans, and mental health support.