Private Client Advisor: Wealth Planning & Digital Tools

JPMorganChase; Toledo (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase in Toledo, OH seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, collaborate with partners, and leverage digital tools to enhance the investor experience, while upholding the firm's fiduciary standards.

The role emphasizes goals-based advice, integrity, and proactive financial coaching to help clients monitor and grow their wealth.

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 license.
• 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 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.
• CFP certification is preferred; Bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Foster a culture of integrity and client centric service.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with Chase partners to deepen client relationships.

Skills

Relationship building

Goals-based planning

Client acquisition

Financial markets knowledge

Integrity

Tech literacy for investing platforms

Education

Bachelor's degree preferred

CFP certification preferred

Series 7 license

Series 66 license (or 63/65)

Life/Health/ LTC license

Job description

JPMorgan Chase in Toledo, OH seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, collaborate with partners, and leverage digital tools to enhance the investor experience, while upholding the firm's fiduciary standards.

The role emphasizes goals-based advice, integrity, and proactive financial coaching to help clients monitor and grow their wealth.