Private Client Wealth Advisor

JPMorgan Chase & Co.; New Albany (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Ohio seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients achieve their financial goals by delivering advised solutions and coordinating with Chase partners. The role emphasizes relationship-building, knowledge of financial markets, integrity, and educating clients on digital tools to monitor and manage investments.

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
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active 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

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm’s clients by relying on leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationship management

Business development

Financial markets knowledge

Integrity and ethics

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. in Ohio seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients achieve their financial goals by delivering advised solutions and coordinating with Chase partners. The role emphasizes relationship-building, knowledge of financial markets, integrity, and educating clients on digital tools to monitor and manage investments.