Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Wintersville (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Ohio is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build trusted relationships, provide investment solutions, and coordinate with partners to deepen client engagement. The role requires at least 2 years in financial advisory, a Series 7 and Series 66 licenses (or to obtain within 60 days), and a life/health LTC license (or to obtain within 60 days).

Qualifications

• Minimum 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.
• Commitment to goals-based planning and advice; active Series 7, Series 66, and Life/Health/LTC licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with leadership and relationship-building skills.
• Provide holistic financial planning and advice, including education on technology and channels for client monitoring.
• Support clients with a broad investment platform while maintaining a strong fiduciary standard.
• Demonstrate sound judgment and integrity in all client interactions and decisions.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase in Ohio is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build trusted relationships, provide investment solutions, and coordinate with partners to deepen client engagement. The role requires at least 2 years in financial advisory, a Series 7 and Series 66 licenses (or to obtain within 60 days), and a life/health LTC license (or to obtain within 60 days).