J.P. Morgan Wealth Management – Private Client Advisor - Canal Winchester, Pickerington - Ohio

Location: Canal Winchester, OH, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our branch in Canal Winchester/Pickerington, Ohio. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their life goals. As a key member of our branch team, you will leverage J.P. Morgan's global resources and innovative tools to help clients build, protect, and grow their wealth. This position offers the opportunity to make a meaningful impact in the local community while advancing your career in one of the world's leading financial institutions. Your primary focus will be on understanding client needs through in-depth consultations and creating personalized financial plans that encompass investment strategies, retirement planning, education funding, and legacy preservation. You will recommend a suite of J.P. Morgan products, including diversified portfolios, alternative investments, and banking-integrated solutions, while ensuring all advice adheres to the highest standards of fiduciary responsibility. By fostering strong, ongoing relationships, you will guide clients through market volatility and life transitions, positioning J.P. Morgan as their lifelong partner in financial success. Success in this role requires a blend of technical expertise and interpersonal skills, with a commitment to ethical practices and client-centric service. You will collaborate with J.P. Morgan specialists in areas like lending and philanthropy to provide holistic advice, while actively pursuing business development opportunities in the Ohio region. J.P. Morgan Wealth Management is committed to your professional growth, offering robust training, mentorship, and performance incentives to help you thrive in a dynamic, rewarding environment.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients in the Canal Winchester and Pickerington communities, conducting regular reviews and portfolio assessments
• Identify client needs through consultations and recommend J.P. Morgan Wealth Management solutions, including investment portfolios, retirement plans, and insurance products
• Collaborate with branch teams, including bankers and specialists, to deliver holistic financial services and referrals
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan Chase regulatory standards
• Prospect and acquire new clients through community networking, referrals, and branch events in the Ohio market
• Monitor market trends and economic conditions to adjust client strategies and communicate updates effectively
• Prepare and present financial plans using J.P. Morgan tools, such as portfolio analysis software and planning platforms
• Support client education on wealth management topics, including digital banking and sustainable investing options
• Track and report on client portfolio performance, aiming to meet or exceed J.P. Morgan's service and growth metrics

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3 years of experience in financial advising, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory setting
• Strong understanding of financial planning, investment products, and regulatory compliance within the U.S. financial sector
• Ability to work independently in a branch-based environment while collaborating with J.P. Morgan teams
• Clean regulatory history with no UCR or U4 disclosures

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms, or similar high-net-worth client services
• Bilingual proficiency in Spanish or other local languages spoken in the Canal Winchester/Pickerington area
• Previous success in meeting sales targets for investment and advisory services
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, ETFs, mutual funds)
• Client relationship building and retention
• Regulatory compliance and risk assessment
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg terminals)
• Time management and organizational abilities
• Empathy and active listening for client needs
• Digital literacy with CRM systems like Salesforce
• Knowledge of tax and estate planning principles
• Adaptability to market changes
• Team collaboration in a branch environment
• Ethical decision-making in high-stakes advisory roles

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance if applicable, plus commuter benefits for Ohio-based roles

JP Morgan Chase is an equal opportunity employer.