Wealth Management Personal Advisor – Build Client Plans

JPMorganChase; North Carolina; On-site; USD 65,000 - 95,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is seeking a National Branch Personal Advisor in Columbus, OH to partner with clients in creating tailored financial plans based on goals. You will meet clients via video or phone, build plans, and align portfolios managed by the CIO with client objectives.

In this role you will work in a team-based office environment to support a growing book of clients, leveraging JPMorgan's investment platform and digital tools to deliver exceptional service and results.

Qualifications

• Active Series 7 license required.
• Active Series 66 (63/65) license required or able to obtain within 60 days.
• Must be licensed in all states.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high quality leads into new clients and help to maintain those relationships
• Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.

Skills

Series 7 license

Series 66 license (63/65)

Multi-state licensing

Education

Bachelor's degree preferred

CFP preferred

Job description

J.P. Morgan Chase Wealth Management is seeking a National Branch Personal Advisor in Columbus, OH to partner with clients in creating tailored financial plans based on goals. You will meet clients via video or phone, build plans, and align portfolios managed by the CIO with client objectives.

In this role you will work in a team-based office environment to support a growing book of clients, leveraging JPMorgan's investment platform and digital tools to deliver exceptional service and results.