Wealth Advisor: Build Lasting Client Relationships

JPMorganChase; Belpre (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

JPMorganChase is seeking an experienced Financial Advisor in Belpre, Ohio, to build client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, with a valid Series 7 and Series 66 license required. You will focus on educating clients about digital banking solutions. This full-time role comes with a comprehensive benefits package including healthcare, retirement plans, and more. A commitment to diversity and inclusion is key to our success.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Champion and support teammates’ success.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for monitoring investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Coaching

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking an experienced Financial Advisor in Belpre, Ohio, to build client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, with a valid Series 7 and Series 66 license required. You will focus on educating clients about digital banking solutions. This full-time role comes with a comprehensive benefits package including healthcare, retirement plans, and more. A commitment to diversity and inclusion is key to our success.