J.P. Morgan Wealth Management – Private Client Advisor - Coshocton, Ohio

Location: Coshocton, 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 Coshocton, Ohio. In this role, you will serve as a trusted financial advisor to individuals and families in the local community, offering comprehensive wealth management solutions that align with their unique life goals. As a key member of our team, you will leverage J.P. Morgan's global resources and expertise to provide personalized advice on investments, retirement planning, estate strategies, and more, all while fostering deep, enduring client relationships in a supportive branch environment. Your primary focus will be on understanding clients' financial needs through in-depth consultations and developing tailored plans using J.P. Morgan's suite of products, including Chase Private Client banking, investment portfolios, and lending options. You will collaborate with internal specialists to deliver holistic advice, ensuring compliance with all regulatory standards. Success in this position requires proactive client engagement, from initial prospecting in the Coshocton area to ongoing portfolio reviews, helping clients navigate market volatility and achieve long-term financial security. J.P. Morgan Wealth Management is committed to empowering advisors like you with cutting-edge tools, continuous training, and a culture of excellence. This role offers the opportunity to make a meaningful impact in a close-knit community while advancing your career within one of the world's leading financial institutions. If you are passionate about financial advisory and building lasting client partnerships, apply today to join our dynamic team in Coshocton.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Coshocton, Ohio community
• Develop and implement comprehensive wealth management strategies tailored to client goals, including retirement planning, estate planning, and tax optimization
• Prospect, acquire, and retain new clients through community networking, referrals, and branch-based interactions
• Conduct regular client reviews and portfolio assessments to ensure alignment with financial objectives and risk tolerance
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Maintain compliance with FINRA, SEC, and internal J.P. Morgan policies while documenting all advisory activities
• Educate clients on J.P. Morgan Wealth Management offerings, such as Chase Private Client services and investment products
• Monitor market trends and economic conditions to proactively advise clients on opportunities and risks
• Build long-term relationships by delivering exceptional service and fostering trust in a local branch setting

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) 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 branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a community-based branch environment

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience with J.P. Morgan Chase products and platforms
• Knowledge of local market dynamics in rural or small-town communities like Coshocton, Ohio
• Advanced degree or MBA in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory knowledge (FINRA/SEC compliance)
• Risk assessment and management
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data analysis for client reporting
• Networking in community settings
• Adaptability to local economic conditions

Benefits

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

JP Morgan Chase is an equal opportunity employer.