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Asset Management Field Advisor: Lifelong Relationships

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Advisor in Columbus, Ohio, to build long-term relationships with financial advisors, especially within the Edward Jones network. This role entails partnering with advisors, providing sales coverage, and consulting on investment products. Candidates should have a Bachelor's degree, at least 3 years of wholesaling experience, and be willing to travel up to 80% of the time.

Preferred qualifications include Series 7 and Series 63 licenses.
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