Wealth Planning Advisor

JPMorganChase; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Columbus seeks a Personal Advisor to partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.

Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities

Qualifications

• A valid and active Series 7.
• A valid and active Series 66 (63/65) license or ability to obtain within 60 days of starting in the role as a condition of employment.
• This role requires you to be licensed in all states.

Responsibilities

• Leverage experience and understanding of 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

Series 66 (63/65)

Licensed in all states

Education

Bachelor's degree

CFP preferred

Job description

J.P. Morgan Chase in Columbus seeks a Personal Advisor to partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.

Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities