Wealth Advisor: Build Lasting Client Relationships

JPMorganChase; Boardman Township (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is seeking a Financial Advisor in Boardman Township, Ohio. In this role, you will build client relationships, deliver tailored investment solutions, and champion a culture of diversity within the team. You must have at least 2 years of experience in a similar role, possess relevant licenses (Series 7, Series 66), and demonstrate strong integrity and client success skills. A Bachelor's degree and CFP certification are preferred. Competitive rewards package offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Ability to integrate with key partners.

Responsibilities

• Champion and support your teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

JPMorganChase is seeking a Financial Advisor in Boardman Township, Ohio. In this role, you will build client relationships, deliver tailored investment solutions, and champion a culture of diversity within the team. You must have at least 2 years of experience in a similar role, possess relevant licenses (Series 7, Series 66), and demonstrate strong integrity and client success skills. A Bachelor's degree and CFP certification are preferred. Competitive rewards package offered.