J.P. Morgan Wealth Management – Private Client Advisor - Grove City, Ohio
On-site · Grove City, Ohio, United States
Job Summary
Private Client Advisor within J.P. Morgan Chase Wealth Management focused on delivering comprehensive financial planning and investment solutions to individuals and families. You will build a book of business and deliver personalized investment solutions with a focus on relationship management, using leadership and client education to help clients monitor, maintain, and grow their investments. You will leverage knowledge of financial markets and digital channels while acting with integrity and delivering an exceptional investor experience, collaborating with partners and offering holistic financial coaching beyond investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role
- A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Preferred CFP certification (CFP)
- Bachelor’s degree preferred
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