J.P. Morgan Wealth Management – Private Client Advisor - Albany​/Johnstown - Ohio

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

At J.P. Morgan Chase, we have a passion 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 represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

• Champion and support 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 your clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, doing right by clients at every opportunity.
• Educate clients on the technology and channels available to them to monitor, maintain, and handle their investments.
• Provide a holistic view of 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.

• 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 license.
• A valid and active Series 66 (or 63/65) license, to be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long‑Term Care Insurance license, to be obtained within 60 days of starting in the role.

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor’s degree preferred.

• 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

Equal Opportunity Employer/Disability/Veterans