Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; New Albany (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Ohio is seeking a Private Client Advisor to offer comprehensive financial planning and tailored investment solutions. You will build strong client relationships and deliver advisory services across a broad client base, from new savers to high-net-worth individuals.

You will leverage leadership, market insight, and digital channels to enhance the investor experience, while maintaining the firm’s commitment to integrity and client-first service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advisory practices.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a relationship-management focus.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want, when they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Ohio is seeking a Private Client Advisor to offer comprehensive financial planning and tailored investment solutions. You will build strong client relationships and deliver advisory services across a broad client base, from new savers to high-net-worth individuals.

You will leverage leadership, market insight, and digital channels to enhance the investor experience, while maintaining the firm’s commitment to integrity and client-first service.