J.P. Morgan Wealth Management – Private Client Advisor - Centerville / Miamisburg / Beavercreek, Ohio

Location: Centerville, 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 team in Centerville, Miamisburg, or Beavercreek, Ohio. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and innovative platforms, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, while fostering enduring relationships that drive long-term success. This position is ideal for professionals passionate about the financial services industry and committed to making a meaningful impact in the local Ohio community. Your primary focus will be on understanding client objectives through in-depth consultations and developing personalized financial plans that incorporate J.P. Morgan's suite of products, including equities, fixed income, and alternative investments. You will collaborate with cross-functional teams, such as lending specialists and estate planners, to provide holistic advice that addresses all aspects of wealth preservation and growth. Additionally, you will engage in proactive outreach to identify new opportunities within the branch footprint, ensuring compliance with all federal and state regulations while upholding J.P. Morgan's high standards of integrity and client-centric service. Success in this role requires a blend of technical expertise and interpersonal skills to build trust and deliver exceptional results. As a Private Client Advisor, you will thrive in a dynamic environment where your contributions directly influence client outcomes and branch performance. J.P. Morgan offers robust support through ongoing training, cutting-edge technology, and a collaborative culture that empowers you to grow your career while helping clients achieve their financial aspirations in the vibrant Dayton-area market.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Centerville, Miamisburg, and Beavercreek areas
• Develop and maintain long-term relationships with clients through comprehensive needs assessments and tailored wealth management solutions
• Recommend J.P. Morgan investment products, including mutual funds, ETFs, and alternative investments, while ensuring alignment with client goals
• Conduct regular portfolio reviews and adjust strategies to optimize performance and mitigate risks
• Collaborate with branch teams and J.P. Morgan specialists to deliver holistic financial services, including retirement planning, estate planning, and lending solutions
• Prospect and acquire new clients through community networking, referrals, and branch-based outreach in Ohio
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, and maintain accurate client records
• Educate clients on market trends, economic factors, and J.P. Morgan's digital tools for wealth management
• Monitor client portfolios using J.P. Morgan's proprietary platforms to provide proactive advice
• Contribute to branch goals by supporting team efforts in client service and business development

Required Qualifications

• Bachelor's degree in finance, business administration, economics, 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 services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Centerville, Miamisburg, or Beavercreek, Ohio
• Clean background check and no disqualifying regulatory history

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency in Spanish or other local languages spoken in the Ohio region
• Previous success in meeting or exceeding sales targets in financial advisory roles
• Knowledge of local market dynamics in the Dayton-area communities

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data analysis for client reporting
• Team collaboration
• Adaptability to market changes

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 up to 5%
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training and certification programs
• Employee stock purchase plan and access to financial wellness resources
• Tuition reimbursement for relevant advanced education and certifications
• Wellness programs including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.