Virtual Wealth Advisor - Personal Financial Planning
Listed on 2026-10-18
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
J.P. Morgan Chase is seeking a Personal Advisor to partner with clients in Wealth Management’s National Branch Personal Advising group. You will create customized financial plans, meet clients via video or phone, and connect them with portfolio strategies managed by the CIO.
You will work in a team-based office to support a full client book. The role requires Series 7 and Series 66 licenses (or ability to obtain within 60 days), and multi-state licensing.
The following opportunity is for a Virtual Wealth Advisor
- Personal Financial Planning with Testing Site - JPMC.
Our team is growing, and we are hiring a Virtual Wealth Advisor
- Personal Financial Planning in Westerville, OH, United States.
This role is for the Virtual Wealth Advisor
- Personal Financial Planning role at Testing Site - JPMC.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).