J.P. Morgan Wealth Management – Private Client Advisor - Dublin / Powell - Ohio

JPMorgan Chase & Co. • Plain City, OH

25d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, supporting clients ranging from those just beginning to save to those with significant wealth. You will provide an exceptional investor experience through advised solutions and referrals to Chase partners that deepen client relationships.

The role uses the firm’s investment products, thought leadership, and digital technology to help clients meet their financial needs. It emphasizes building relationships and a book of business, personalized investment solutions, client education, holistic financial coaching, and helping clients use digital banking tools. The focus is relationship management rather than portfolio management.

This position is with J.P. Morgan Wealth Management in the Dublin / Powell area of Ohio. The company describes a competitive total rewards package, with base salary based on role, experience, skill set, and location. Eligible roles may also receive commission-based pay and/or discretionary incentive compensation.

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting in the role as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels that help them monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible employees may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed