J.P. Morgan Wealth Management – Private Client Advisor - Dublin, Marysville, Powell - Ohio

Location: Dublin, 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 teams in Dublin, Marysville, and Powell, Ohio. In this role, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our branch-based advisory team, you will leverage J.P. Morgan's global resources and innovative tools to help clients achieve their financial objectives, from retirement planning to legacy building. This position offers the opportunity to thrive in a dynamic environment where client success drives your own professional growth within one of the world's leading financial institutions. Your primary focus will be on cultivating deep, long-term relationships with clients by providing holistic financial advice, including investment strategies, tax optimization, and estate planning. You will conduct in-depth needs assessments, recommend diversified portfolios from J.P. Morgan's extensive product offerings, and monitor performance to adapt to evolving market conditions. Collaboration with J.P. Chase retail bankers will be essential to source new opportunities, while ensuring all recommendations adhere to the highest standards of fiduciary responsibility and regulatory compliance. Success in this role requires a passion for helping clients navigate complex financial landscapes in the Ohio market. J.P. Morgan Wealth Management is committed to fostering an inclusive culture that values diverse perspectives and supports career advancement through robust training programs. As a Private Client Advisor, you will benefit from ongoing education on emerging trends, access to proprietary research, and performance incentives that reward exceptional results. Join us to make a meaningful impact on clients' lives while advancing your career in a prestigious firm renowned for integrity and innovation in financial services.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in branch locations
• Develop and maintain long-term relationships with clients to understand their financial goals and risk tolerance
• Recommend and implement tailored investment strategies, including J.P. Morgan's suite of wealth management products
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and tax-efficient strategies
• Collaborate with J.P. Chase branch teams to identify and refer prospective clients for wealth management services
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan regulatory standards
• Monitor client portfolios and provide ongoing performance updates and adjustments as market conditions change
• Participate in community events and networking in Dublin, Marysville, and Powell to grow the client base
• Utilize J.P. Morgan's digital tools and analytics to enhance client experiences and decision-making
• Achieve individual and team sales goals for assets under management and advisory fees

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 the ability 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 of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment products, and regulatory compliance
• Ability to work in a branch-based setting in Dublin, Marysville, or Powell, Ohio
• Must be authorized to work in the United States without sponsorship

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA
• Experience with J.P. Morgan's wealth management platforms and tools
• Previous success in meeting sales targets for investment and advisory services
• Knowledge of the Ohio market and local economic factors affecting high-net-worth clients
• Bilingual skills to serve diverse client populations in the Columbus area

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC rules)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Sales and negotiation techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management in a fast-paced environment
• Empathy and active listening for client needs
• Digital literacy with CRM systems like Salesforce
• Market trend analysis
• Ethical decision-making in advisory roles
• Team collaboration in branch settings

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 match up to 5%
• 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 with gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for qualifying candidates moving to the Ohio area

JP Morgan Chase is an equal opportunity employer.