Private Client Advisor — Wealth & Relationship Architect

JPMorgan Chase & Co.; Hilliard (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Advisor in Hilliard, Ohio, to offer comprehensive financial planning and investment advice to clients. You will build strong relationships and provide personalized investment solutions. Ideal candidates have at least two years of experience in a financial advisor role, a valid Series 7 license, and a passion for client education. Join a diverse team dedicated to delivering exceptional investor experiences.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 and Series 66 license required.

Responsibilities

• Build a book of business with personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Provide holistic coaching beyond investments.

Skills

Client acquisition

Building relationships

Financial planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. is looking for a Private Client Advisor in Hilliard, Ohio, to offer comprehensive financial planning and investment advice to clients. You will build strong relationships and provide personalized investment solutions. Ideal candidates have at least two years of experience in a financial advisor role, a valid Series 7 license, and a passion for client education. Join a diverse team dedicated to delivering exceptional investor experiences.