Wealth Advisor: Build Trusted Client Relationships

JPMorganChase; Columbus (OH); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorganChase in Columbus, OH is launching a program for aspiring Investment Professionals within Wealth Management. You will obtain FINRA licenses, support clients via call center, and learn to navigate brokerage accounts and IRAs while building client relationships.

This role emphasizes service, accuracy, and teamwork in a regulated environment. Ideal candidates are completing a BA/BS or MA/MS by mid-2027, with strong communication skills and a passion for financial advice.

Qualifications

• Willingness to obtain FINRA licenses (SIE, Series 7, 66)
• Strong customer service and relationship-building
• Ability to manage multiple priorities in a fast-paced environment

Responsibilities

• Obtain FINRA licenses required for Investment Professional and Financial Advisor roles (SIE, Series 7, 66)
• Support self-directed and full-service clients with order entry, money movement, and account maintenance in a call-center environment
• Assist clients with brokerage accounts and IRAs (Traditional and Roth) over the telephone
• Improve business efficiency by rapid call handling, identifying client needs, initiating trades, and completing service transactions
• Document client conversations and comply with regulatory requirements
• Become proficient in Chase.com and navigate the online platform
• Help clients access and use online tools for account servicing

Skills

Customer service

Interpersonal skills

Multi-tasking

Communication skills

Adaptability

Education

Bachelor's degree or higher

Tools

Microsoft Office

AI tools

Job description

JPMorganChase in Columbus, OH is launching a program for aspiring Investment Professionals within Wealth Management. You will obtain FINRA licenses, support clients via call center, and learn to navigate brokerage accounts and IRAs while building client relationships.

This role emphasizes service, accuracy, and teamwork in a regulated environment. Ideal candidates are completing a BA/BS or MA/MS by mid-2027, with strong communication skills and a passion for financial advice.