Private Client Advisor: Wealth Planner & Digital Champion

JPMorganChase; Powell (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase invites applications for the Private Client Advisor role within Chase Wealth Management in Ohio. You will offer comprehensive financial planning and investment advice to individuals and families, building trusted relationships and delivering personalized solutions.

The position emphasizes integrity, client education on digital tools, collaboration with partners, and a strong focus on growth and service across a diverse client base.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated 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 (or 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

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills, with a consistent focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of 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 relationships

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Investor coaching

Education

Bachelor's degree (preferred)

CFP certification preferred

Tools

Series 7 license

Series 66 license (or 63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase invites applications for the Private Client Advisor role within Chase Wealth Management in Ohio. You will offer comprehensive financial planning and investment advice to individuals and families, building trusted relationships and delivering personalized solutions.

The position emphasizes integrity, client education on digital tools, collaboration with partners, and a strong focus on growth and service across a diverse client base.