Remote Financial Advisor: Personal Wealth & Planning Partner

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Financial Advisor in Columbus, OH to provide comprehensive financial planning and advice.

You will work in a team-based office to help clients identify suitable products and services, educate them on technology channels, and deliver an exceptional client experience via remote and in-person interactions. You will hold active securities licenses (Series 7 and Series 66 or obtain within 60 days) and be licensed in all states, with preferred 3 years of experience

Qualifications

• Must hold a valid Series 7 and Series 66 (63/65) or obtain within 60 days of starting.
• Licensed to operate in all states.
• Bachelor’s degree preferred.

Responsibilities

• Leverage knowledge of financial markets to explain complex concepts and build client rapport.
• Deliver exceptional client experience by tailoring conversations to diverse clients.
• Perform advisory transactions with accuracy, responsiveness, and professionalism.
• Provide advice across IRA, Roth IRA, Brokerage, Annuity and Managed Account options.
• Understand client goals and develop investment strategies to reach them.
• Maintain organization and manage multiple priorities in a fast-paced environment.

Skills

Series 7

Series 66

State licensing

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Financial Advisor in Columbus, OH to provide comprehensive financial planning and advice.

You will work in a team-based office to help clients identify suitable products and services, educate them on technology channels, and deliver an exceptional client experience via remote and in-person interactions. You will hold active securities licenses (Series 7 and Series 66 or obtain within 60 days) and be licensed in all states, with preferred 3 years of experience