Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Solon (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Retirement savings plan

Job summary

JPMorganChase is seeking a Financial Advisor in Solon, Ohio, to offer tailored investment solutions, support a diverse culture, and educate clients about digital tools. The ideal candidate will have at least 2 years of financial advisory experience and must hold a Series 7 and Series 66 license.

This role involves building strong client relationships and providing a holistic view of clients' financial needs. Comprehensive benefits and competitive compensation packages are offered, including health care coverage and retirement plans.

Qualifications

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

Responsibilities

• Support teammates and foster a culture of diversity.
• Build personalized investment solutions for clients.
• Educate clients about digital tools for managing investments.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Goal-based planning

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Financial Advisor in Solon, Ohio, to offer tailored investment solutions, support a diverse culture, and educate clients about digital tools. The ideal candidate will have at least 2 years of financial advisory experience and must hold a Series 7 and Series 66 license.

This role involves building strong client relationships and providing a holistic view of clients' financial needs. Comprehensive benefits and competitive compensation packages are offered, including health care coverage and retirement plans.