Wealth Advisor: Personal Investment & Planning

JPMorgan Chase; Worthington (OH); On-site; USD 75,000 - 115,000; Full time

Job summary

J.P. Morgan Chase in Worthington, OH is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance for individuals and families.

You will build trusted relationships, leverage a broad product platform, and guide clients through a full spectrum of wealth-management solutions. The role requires at least 2 years as a Financial Advisor, active Series 7 and Series 66 licenses (or obtained within 60 days), plus Life/Health/LTC licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Champion and support teammates' success and the goals of the bank, fostering a culture of diversity.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in Worthington, OH is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance for individuals and families.

You will build trusted relationships, leverage a broad product platform, and guide clients through a full spectrum of wealth-management solutions. The role requires at least 2 years as a Financial Advisor, active Series 7 and Series 66 licenses (or obtained within 60 days), plus Life/Health/LTC licenses.