Private Client Wealth Advisor — Build Lasting Relationships

JPMorgan Chase & Co.; Lima (OH); On-site; USD 70,000 - 105,000; Full time

Job summary

JPMorgan Chase in Ohio seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will build trusted client relationships, collaborate with partners, and deliver personalized guidance while leveraging digital tools to enhance the client experience.

You will provide holistic financial coaching, demonstrate deep market knowledge, and maintain the highest standard of integrity while helping clients achieve their long-term

Qualifications

• 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.
• Commitment to goals-based planning and advice.

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 clients through leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that supports doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank how they want.

Skills

Relationship building

Client acquisition

Financial planning

Market knowledge

Integrity

Education

Bachelor’s degree

CFP certification

Job description

JPMorgan Chase in Ohio seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will build trusted client relationships, collaborate with partners, and deliver personalized guidance while leveraging digital tools to enhance the client experience.

You will provide holistic financial coaching, demonstrate deep market knowledge, and maintain the highest standard of integrity while helping clients achieve their long-term