Private Client Advisor: Wealth Planning & Solutions

JPMorganChase; Hilliard (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive total rewards package

Salary plus incentives

Benefits including health coverage

Job summary

J.P. Morgan Chase invites you to join Chase Wealth Management as a Private Client Advisor in Ohio. You will deliver comprehensive financial planning and investment advice to individuals and families, building long‑term relationships and coordinating with partners to provide holistic solutions.

The role requires 2+ years in financial advisory, active Series 7 and 66, and life/health licenses or the ability to obtain them within 60 days. A CFP is preferred, and a Bachelor's degree is encouraged.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses or to be obtained within 60 days.
• Strong client acquisition and relationship-building abilities.
• Knowledge of retirement planning and investment solutions.

Responsibilities

• Build a book of business and deliver personalized investment solutions with relationship focus.
• Support clients with comprehensive financial planning and advisory services.
• Collaborate with partners to deepen client relationships and expand services.
• Demonstrate integrity and high ethical standards in all client interactions.
• Educate clients on digital tools and channels to monitor investments.

Skills

Client acquisition

Relationship management

Financial planning

Communication skills

Regulatory knowledge

Industry knowledge

Education

Bachelor's degree preferred

Tools

Series 7

Series 66 (63/65)

Life/Health insurance license

Job description

J.P. Morgan Chase invites you to join Chase Wealth Management as a Private Client Advisor in Ohio. You will deliver comprehensive financial planning and investment advice to individuals and families, building long‑term relationships and coordinating with partners to provide holistic solutions.

The role requires 2+ years in financial advisory, active Series 7 and 66, and life/health licenses or the ability to obtain them within 60 days. A CFP is preferred, and a Bachelor's degree is encouraged.