Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; New Albany (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New Albany, Ohio is looking for a Private Client Advisor to provide comprehensive financial planning to clients. You'll build strong relationships and deliver personalized investment solutions while ensuring an exceptional client experience.

The ideal candidate has at least 2 years of experience in a financial advisory role, is familiar with financial markets, and holds relevant licenses including Series 7 and Series 66. The role requires a commitment to diversity and exceptional client service.

Qualifications

• Minimum 2 years of financial services experience.
• Proven success in client relationship management.
• Strong goals-based planning and advice commitment.

Responsibilities

• Build a book of business and deliver personalized solutions.
• Educate clients on technology and investment channels.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Financial planning

Relationship management

Financial markets understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. in New Albany, Ohio is looking for a Private Client Advisor to provide comprehensive financial planning to clients. You'll build strong relationships and deliver personalized investment solutions while ensuring an exceptional client experience.

The ideal candidate has at least 2 years of experience in a financial advisory role, is familiar with financial markets, and holds relevant licenses including Series 7 and Series 66. The role requires a commitment to diversity and exceptional client service.