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

Location: Delaware, 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 Delaware, Ohio. In this client-facing role, you will deliver comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic solutions, including investment strategies, retirement planning, and estate management. This position offers the opportunity to build meaningful relationships in a dynamic branch environment, contributing to the growth of assets under management while upholding the highest standards of integrity and client service. Your primary focus will be on understanding clients' unique financial situations and aspirations, then crafting tailored recommendations using J.P. Morgan's suite of products, such as Chase investment accounts, alternative investments, and banking integrations. You will collaborate with internal partners, including bankers and specialists, to ensure seamless delivery of services. In the Delaware, Ohio market, you will actively engage in community outreach to source new clients, fostering trust and loyalty that aligns with J.P. Morgan Chase's commitment to excellence in financial services. Success in this role requires a passion for helping others navigate complex financial landscapes, combined with a deep knowledge of market dynamics and regulatory requirements. You will thrive in a performance-driven culture that rewards proactive advising and client-centric innovation. J.P. Morgan Wealth Management provides robust support through training, technology, and a collaborative network, empowering you to advance your career while making a tangible impact on clients' financial futures in the heart of Ohio.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Delaware, Ohio branch
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and risk management
• Prospect and acquire new clients through branch referrals, community events, and networking in the local Ohio market
• Collaborate with J.P. Morgan Wealth Management teams to offer access to exclusive investment products and banking services
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance updates and adjustments as market conditions change
• Educate clients on J.P. Morgan's suite of wealth management tools, including digital platforms and advisory services
• Participate in branch initiatives to promote financial literacy and community engagement in Delaware, Ohio
• Track and report on key performance metrics, such as assets under management and client satisfaction scores

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or willingness to obtain within 120 days of hire
• 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 Delaware, Ohio, with flexible hours including evenings and weekends as needed
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms, including Chase Wealth Management tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Ohio
• Prior success in meeting sales targets and growing assets under management (AUM)
• Knowledge of local Delaware, Ohio market dynamics and community networking

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Digital tool proficiency (e.g., CRM systems like Salesforce)
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Ethical judgment in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance 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 for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Delaware, Ohio location

JP Morgan Chase is an equal opportunity employer.