J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
On-site · Westerville, Ohio, United States
Job Summary
Personal Advisor in J.P. Morgan’s Wealth Management National Branch Advising group partners with clients to create custom financial plans based on their goals. Meet with clients primarily through scheduled appointments via video or phone, build personalized financial plans, and match clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. Provide ongoing advice as needs shift, helping clients navigate finances and life priorities. Work in a team-based office environment to support the full book of clients. Responsibilities include leveraging investments, wealth planning, credit and banking concepts to help clients achieve goals, converting high-quality leads to new clients, maintaining relationships, applying a solution-oriented mindset, ensuring proposed solutions meet client objectives across short, medium, and long term, and educating clients on available digital products to monitor and achieve financial goals.
Required Qualifications
- Valid and active Series 7 license
- Valid and active Series 66 license (63/65) or ability to obtain within 60 days of starting in role
- Licensed in all states
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