Virtual Wealth Advisor - Personal Financial Planning

Testing Site - JPMC; Westerville (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Personal Advisor to partner with clients in Wealth Management’s National Branch Personal Advising group. You will create customized financial plans, meet clients via video or phone, and connect them with portfolio strategies managed by the CIO.

You will work in a team-based office to support a full client book. The role requires Series 7 and Series 66 licenses (or ability to obtain within 60 days), and multi-state licensing.

Qualifications

• A valid and active Series 7 is required.
• A valid and active Series 66 (63/65) license is required or obtainable within 60 days of start.
• This role requires licensing in all states.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients reach financial goals.
• Convert high-quality leads into new clients and maintain relationships.
• Adopt a solution-oriented mindset for optimal client outcomes.
• Ensure proposed solutions meet clients' short-, medium-, and long-term objectives via holistic planning.
• Demonstrate strong organizational skills and disciplined daily approach.
• Educate clients on digital products to monitor and achieve goals.

Skills

Series 7

Series 66

Licensing in all states

Client relationships

Education

Bachelor's degree (preferred)

CFP (preferred)

Job description

J.P. Morgan Chase is seeking a Personal Advisor to partner with clients in Wealth Management’s National Branch Personal Advising group. You will create customized financial plans, meet clients via video or phone, and connect them with portfolio strategies managed by the CIO.

You will work in a team-based office to support a full client book. The role requires Series 7 and Series 66 licenses (or ability to obtain within 60 days), and multi-state licensing.