Private Wealth Advisor: Holistic Planning & Growth

JPMorgan Chase & Co.; Mentor (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor in Chase Wealth Management in Ohio to deliver comprehensive financial planning and advice for individuals and families. You will build client relationships, offer advised solutions, and rely on partnerships to deepen client engagement.

The role emphasizes goals-based planning, market knowledge, and a commitment to integrity while leveraging digital tools to enhance client experiences and drive growth.

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 license.
• 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 clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage 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

Series 7 license

Series 66 license

Life/Health/LTC license

Client acquisition

Relationship-building

Goals-based planning

Education

CFP certification

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor in Chase Wealth Management in Ohio to deliver comprehensive financial planning and advice for individuals and families. You will build client relationships, offer advised solutions, and rely on partnerships to deepen client engagement.

The role emphasizes goals-based planning, market knowledge, and a commitment to integrity while leveraging digital tools to enhance client experiences and drive growth.