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National Wealth Planning Advisor — Video/Phone Consultations
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-09-01
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
J.P. Morgan Chase, a leading global financial services firm, seeks a Personal Advisor in Wealth Management to partner with clients, craft tailored financial plans, and match clients with portfolios managed by the Chief Investment Officer.
You will meet clients via video or phone, build plans, and provide ongoing guidance within a team-based office setting. The role requires the Series 7 and Series 66 licenses (or ability to obtain within 60 days) and compliance with state licensing.
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