Private Client Wealth Advisor

Fairygodboss; Grove City (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Grove City, Ohio is seeking a Financial Advisor to build client relationships and deliver personalized investment solutions. You will help educate clients about available technology for managing their investments and provide financial coaching.

The ideal candidate has over 2 years of financial services experience and holds necessary licenses. J.P. Morgan Chase offers a competitive rewards package, healthcare coverage, and support for personal development.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active Series 7 and Life, Health and Long Term Care Insurance licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to help clients.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Digital confidence

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan Chase in Grove City, Ohio is seeking a Financial Advisor to build client relationships and deliver personalized investment solutions. You will help educate clients about available technology for managing their investments and provide financial coaching.

The ideal candidate has over 2 years of financial services experience and holds necessary licenses. J.P. Morgan Chase offers a competitive rewards package, healthcare coverage, and support for personal development.