J.P. Morgan Wealth Management - National Branch - Personal Advisor - Westerville, OH

JPMorgan Chase & Co. • Westerville, OH

7d • Hybrid

About The Position

We’re looking for candidates to grow our new remote advice channel which will open up financial advice to a broader range of clients than we’ve ever been able to serve
If you believe that financial advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience. This is the team for you.
Job Summary
As a Personal Advisor, in J.P. Morgan’s Wealth Management’s 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. Morgan’s 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 hybrid team based office environment to support the full book of clients.

Requirements

• 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

Nice To Haves

• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor’s degree preferred
• CFP preferred

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
• Passion for educating clients on the digital products available to them to better monitor, maintain, and achieve their financial goals.

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
• Additional details about total compensation and benefits will be provided during the hiring process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees