J.P. Morgan Wealth Management - National Branch - Personal Advisor - Westerville

Location: Westerville, OH, United States

Job Family: Sales/Mktg Global Population

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Personal Advisor for our National Branch in Westerville, OH, to deliver exceptional virtual financial guidance to clients across the United States. In this role, you will leverage your expertise in wealth management to help individuals and families navigate their financial journeys, from retirement planning to investment diversification. As a key member of our sales and marketing team, you will operate in a dynamic digital environment, using cutting-edge platforms to connect with clients remotely and provide tailored advice that aligns with J.P. Morgan's commitment to integrity and innovation in the financial services industry. Your primary focus will be on building meaningful client relationships through virtual consultations, where you'll analyze their financial situations, recommend personalized strategies using J.P. Morgan's robust product offerings, and ensure ongoing portfolio oversight. You'll collaborate with cross-functional teams to deliver holistic solutions, including access to our award-winning research and global investment insights. Success in this position requires a passion for client success, a deep understanding of market dynamics, and the ability to thrive in a performance-driven culture that rewards proactive engagement and results. Joining J.P. Morgan means becoming part of a prestigious institution renowned for its leadership in wealth management. We offer unparalleled opportunities for growth, supported by world-class training and resources, in a supportive environment that values work-life balance. If you are ready to make a tangible impact on clients' financial futures while advancing your career in a globally respected firm, apply today to contribute to our mission of empowering wealth creation.

Key Responsibilities

• Provide personalized financial advice to clients via digital platforms, helping them achieve their wealth-building goals
• Conduct virtual consultations to assess client needs, recommend investment strategies, and develop tailored financial plans
• Build and maintain long-term relationships with a national client base through proactive outreach and follow-up
• Educate clients on J.P. Morgan's suite of wealth management solutions, including investments, retirement planning, and estate strategies
• Monitor client portfolios and market conditions to deliver timely advice and adjustments
• Collaborate with internal teams, such as investment specialists and compliance officers, to ensure seamless service delivery
• Drive business growth by identifying cross-selling opportunities for banking and lending products
• Ensure all advisory activities comply with regulatory standards and J.P. Morgan's ethical guidelines
• Utilize CRM tools and analytics to track client interactions and performance metrics
• Participate in ongoing professional development to stay abreast of industry trends and product innovations

Required Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• Active Series 7 and 66 (or 63 and 65) securities licenses, or willingness to obtain within 120 days of hire
• Minimum of 2 years of experience in financial services, wealth management, or client advisory roles
• Proven track record in sales or client relationship management within the financial industry
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a remote or virtual environment while maintaining high performance standards
• U.S. work authorization and compliance with FINRA registration requirements

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with digital advisory platforms or virtual client engagement tools
• Background in retail banking or wealth management at a major financial institution
• Demonstrated success in achieving sales targets in a competitive financial services environment
• Familiarity with J.P. Morgan's wealth management products and services

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Digital communication and virtual presentation skills
• Knowledge of investment products and market trends
• Regulatory compliance and risk management
• Sales and negotiation techniques
• Data analytics and CRM software proficiency (e.g., Salesforce)
• Problem-solving and decision-making under pressure
• Active listening and empathy in client interactions
• Time management and organizational skills
• Adaptability to evolving financial technologies
• Ethical judgment and integrity in advisory roles
• Basic proficiency in Microsoft Office Suite and financial modeling tools
• Team collaboration in a matrixed organizational structure
• Continuous learning and professional curiosity

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Hybrid work flexibility and technology stipends for remote setups
• Wellness programs, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.