JPMorganChase Logo

JPMorganChase

J.P. Morgan Wealth Management – Private Client Advisor - New Albany / Canal Winchester - Ohio

Posted An Hour Ago
Be an Early Applicant
Hybrid
New Albany, OH
Junior
Hybrid
New Albany, OH
Junior
Provides comprehensive financial planning, investment advice, and holistic financial coaching to individuals and families. Builds and manages a book of business through client acquisition, relationship development, personalized investment solutions, and partner referrals. Educates clients on digital banking and investment tools while maintaining strong knowledge of financial markets, regulatory licensing, ethical standards, and goals-based planning.
The summary above was generated by AI
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities
  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • 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
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment 
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices.  We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from.  As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

JPMorganChase Chicago, Illinois, USA Office

Chicago, IL, United States

Similar Jobs

14 Minutes Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
126K-248K Annually
Senior level
126K-248K Annually
Senior level
Big Data • Cloud • Software • Database
Build and maintain MongoDB’s distributed database infrastructure for cluster scalability. Design data partitioning, data movement, dynamic scaling, workload execution, and resilient distributed protocols. Solve complex performance and low-latency systems problems, contribute production-quality C++ code, participate in design and code reviews, lead new feature development, and mentor engineers.
Top Skills: C++Data PartitioningDistributed SystemsLow-Latency NetworkingMongoDBSystem Observability
16 Minutes Ago
Remote or Hybrid
USA
100K-145K Annually
Entry level
100K-145K Annually
Entry level
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Develop and support software, automation tools, dashboards, and alarms for cloud infrastructure, cost attribution, and cloud efficiency. Collaborate with cross-functional teams and senior engineers to design reliable systems, APIs, databases, tests, and AI agents. Contribute to architecture and automation strategies while maintaining strong security, communication, and delivery practices.
Top Skills: Ai AgentsBambooDockerGitlab Ci/CdGoGraphQLJenkinsKubernetesLlmsMachine LearningMySQLOpentracingPostgresPrometheusRestSoapSQL
16 Minutes Ago
Remote or Hybrid
USA
140K-215K Annually
Senior level
140K-215K Annually
Senior level
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Architects, deploys, and operates scalable data platform infrastructure supporting analytics. Responsibilities include administering Airflow and Superset, managing Terraform infrastructure, building CI/CD pipelines, enforcing security and compliance, developing DBT data models, cataloging assets in OpenMetadata, writing Python automation, and mentoring engineers. The role requires extensive infrastructure and data engineering experience across cloud platforms, containers, data security, and workflow orchestration.
Top Skills: Apache AirflowApache SupersetAWSAzureCi/CdData ModelingDbtDockerGCPIamKubernetesMachine Learning PipelinesOciOpenmetadataPythonSQLTerraform

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account