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

Location: Lima, 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 Lima, Ohio branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic financial planning, including investment strategies, retirement planning, and estate advisory services. Our Private Client Advisors play a pivotal role in helping clients navigate complex financial landscapes, fostering long-term partnerships that drive both client success and branch growth in the heart of the Midwest community. Your day-to-day responsibilities will involve conducting in-depth client consultations, analyzing financial situations, and recommending personalized portfolios using J.P. Morgan's proprietary platforms like Chase Wealth Plan and J.P. Morgan Self-Directed Investing. You will collaborate closely with branch colleagues, including Chase bankers and specialists, to offer seamless, integrated services. Success in this position requires a client-centric approach, where you proactively identify opportunities to expand relationships, ensure regulatory compliance, and educate clients on market trends and risk management. By building a robust local network in Lima, you will contribute to acquiring new high-value clients while upholding J.P. Morgan's commitment to ethical advisory practices. J.P. Morgan Wealth Management is renowned for its unparalleled access to institutional-grade research and a client-first philosophy that has served generations of families. In Lima, Ohio, this role offers the chance to make a meaningful impact in a vibrant community while advancing your career within one of the world's leading financial institutions. We provide robust support through ongoing training, cutting-edge technology, and a collaborative culture that values innovation and integrity. If you are passionate about empowering clients to achieve their financial aspirations, join us to shape the future of wealth management at J.P. Morgan Chase.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Lima, Ohio branch
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and portfolio diversification
• Recommend and implement tailored investment solutions using J.P. Morgan's proprietary tools and global market insights
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management experiences
• Ensure all advisory activities comply with regulatory standards, including FINRA, SEC, and internal J.P. Morgan policies
• Prospect and acquire new clients through community involvement, referrals, and branch networking events
• Monitor client portfolios and provide ongoing performance reviews and adjustments based on market conditions
• Educate clients on J.P. Morgan's digital platforms, such as Chase Wealth Plan, to enhance self-service capabilities
• Contribute to branch goals by supporting team initiatives and participating in professional development programs

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 retail banking or advisory environment
• Strong understanding of financial planning, investment products, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• 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 in J.P. Morgan Chase's wealth management products and services
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Lima, Ohio
• Previous success in meeting sales targets and growing client assets under management
• Knowledge of local economic trends and community networks in the Midwest region

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, Morningstar)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and reporting
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with low employee premiums
• 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 academy
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, such as gym memberships and mental health support
• Relocation assistance for eligible candidates and commuter benefits

JP Morgan Chase is an equal opportunity employer.