Tech-Driven, Client-Focused Financial Advisor

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Investments Direct in Columbus seeks a Financial Advisor to deliver comprehensive financial planning and investment advice in a client‑facing, team environment.

You will help clients identify goals, explain products, and provide an exceptional experience through in‑person and remote channels, with a focus on service quality.

Required licenses: Series 7 and Series 66 (or ability to obtain within 60 days); state licensing across all states; bachelor’s degree preferred.

Qualifications

• Must hold a valid Series 7 license.
• Series 66 (63/65) license required or obtainable within 60 days.
• Must be licensed in all states.

Responsibilities

• Leverage solid understanding of financial markets to explain complex concepts and build client rapport.
• Deliver a superior client experience by tailoring conversations to diverse clients.
• Perform service transactions for advisory clients with accuracy and professionalism.
• Offer products and account types including IRA, Roth IRA, Brokerage, Annuity, and Managed Accounts.
• Understand client needs and provide investment strategies to reach goals.
• Maintain organization and manage multiple priorities in a fast-paced environment.

Skills

Series 7 license

Series 66 license

State licensing across all states

Financial services experience

Education

Bachelor’s degree preferred

Job description

JPMorgan Investments Direct in Columbus seeks a Financial Advisor to deliver comprehensive financial planning and investment advice in a client‑facing, team environment.

You will help clients identify goals, explain products, and provide an exceptional experience through in‑person and remote channels, with a focus on service quality.

Required licenses: Series 7 and Series 66 (or ability to obtain within 60 days); state licensing across all states; bachelor’s degree preferred.