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Private Wealth Advisor — Holistic Planning & Digital Solutions
Job in
New Albany, Franklin County, Ohio, 43054, USA
Listed on 2026-06-11
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor in New Albany, Ohio, to provide comprehensive financial planning and advice. You will build client relationships and deliver personalized investment solutions while supporting a diverse culture.
Requirements include at least 2 years of financial services experience, a Series 7 license, and a commitment to client-centered planning. A CFP certification and Bachelor's degree are preferred. This role involves significant relationship management to deepen client connections.
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