J.P. Morgan Wealth Management National Branch Personal Advisor Westerville
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Job Location:
Westerville, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
At J.P. Morgan Chase our passion for client success drives everything we do. We empower our employees and foster meaningful relationships ensuring every interaction is exceptional. Our commitment to diversity and inclusion is at the heart of our culture. Leveraging innovative digital technology and a robust investment platform we deliver tailored solutions for every client. Join us and be the face of a brand that sets the standard for extraordinary service and results..
As a Personal Advisor in J.P. Morgans Wealth Managements National Branch Personal Advising group you will 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. Morgans Chief Investment Officer. You will also provide advice to existing clients as they need it helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a team based office environment to support the full book of clients.
Job 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
- Demonstrates 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.
Required qualifications capabilities and skills:
A valid and active Series 7
A valid and active Series 66 (63/65) license is required 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
Preferred qualifications capabilities and skills:
At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
Bachelors degree preferred
CFP preferred
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
