Wealth Management Client Advisor — Midwest (OH/MI)

JPMorgan Chase & Co.

Columbus (OH)

On-site

USD 85,000 - 125,000

Full time

2 days ago

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Job summary

J.P. Morgan Asset Management within the Chase Wealth Management Channel is seeking a Client Advisor to support Private Client Advisors and local field leaders across Ohio and Michigan.

You will lead an Integrated Client Team to deliver investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating market views and portfolio insights. You will build lasting client relationships, act as a trusted solutions provider, collaborate with internal

Qualifications

Bachelor’s degree required.
Series 7 & 63 securities licenses required.
Proven experience in client relationship management.
Strong communication, presentation, and interpersonal skills.

Responsibilities

Lead and expand relationships with regional wealth directors and private client advisors.
Deliver consultative investment solutions across ETFs, mutual funds, and managed accounts.
Communicate market views and portfolio insights to clients and partners.
Build and maintain trust with clients as the primary contact and advocate.
Collaborate with the Integrated Client Team to provide seamless service and drive initiatives.
Travel regularly within the assigned territory to meet clients and prospects.

Skills

Relationship management

Communication skills

Team collaboration

Travel readiness

Education

Bachelor’s degree

Tools

Series 7

Series 63

Job description

J.P. Morgan Asset Management within the Chase Wealth Management Channel is seeking a Client Advisor to support Private Client Advisors and local field leaders across Ohio and Michigan.

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