JPMorgan Wealth Management - Advisor Onboarding Associate

Columbus, OH, United States

• Job Identification
• Job Category Process Management
• Business Unit Consumer & Community Banking
• Posting Date 06/24/2026, 03:26 PM
• Locations 1111 Polaris Pkwy, Columbus, OH, 43240, US
• Job Schedule Full time
• Job Shift Day

Be part of the Advisor Onboarding Team for J.P. Morgan Wealth Management, which leads and manages the centralized Advisor Onboarding program. The team creates an outstanding employee experience for newly hired Advisors, empowering them to help clients make the most of their money and their lives. Collaborate with partners across the firm to execute seamless onboarding and support Advisors in delivering on our vision.

Advisor Onboarding Associate in the Advisor Onboarding Team for J.P. Morgan Wealth Management, you will initiate and execute the onboarding process for newly hired Advisors, ensuring a positive and efficient experience. You will lead process improvements, coordinate with cross-functional teams, and serve as the single point of contact for Advisors and field management. If you are enthusiastic, self-directed, and passionate about delivering solutions, you may be the perfect fit for our team.

• Serve as the single point of contact for candidates throughout the Advisor Onboarding Program
• Partner with Recruiting, Licensing & Registration, Technology, HR, and Field Leadership to deliver a consistent onboarding experience
• Host kick‑off calls to review program expectations, timelines, and exam requirements
• Initiate and oversee licensing and registration processes, ensuring timely completion for assigned Advisors
• Order licensing study materials and build study calendars to support exam preparation
• Schedule licensing exams and administer retest policies and procedures
• Monitor Advisor progress against study plans, escalating risks/issues as needed
• Connect candidates with tutoring and other support resources, as appropriate
• Facilitate access to required licensing/registration tools and resources
• Coordinate hardware/software deployment and resolve setup issues to enable readiness

• Possess a minimum of 3 years of brokerage or financial services industry experience
• Apply knowledge of Advisor or Banker Onboarding/Licensing programs and registration processes
• Exhibit strong customer focus and proactive approach
• Maintain attention to detail and analytical problem‑solving skills
• Build and foster collaborative relationships with business partners
• Deliver continuous process improvement initiatives
• Communicate effectively with Advisors, Field Leadership, and internal partners
• Analyze data and trends to inform decisions
• Create process and procedure documentation
• Utilize strong Excel and PowerPoint skills, with proficiency in Microsoft Office suite

• Attain a Bachelor’s degree (preferred)
• Leverage prior experience with securities registration and insurance licensing processes
• Demonstrate ability to influence positive change through partnerships & execute tasks with enthusiasm and energy
• Exhibit strong organizational and relationship management skills
• Guide candidates through complex onboarding and licensing requirements
• Lead process documentation and improvement efforts & communicate complex information clearly and concisely
• Demonstrate familiarity with CWM or JPMS business (preferred)

Maintain SLA adherence and communicate clear expectations to Advisors and field management, driving issue resolution end‑to‑end.

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…