J.P. Morgan Wealth Management – Private Client Advisor - Loveland/Cincinnati - Ohio

Location: Loveland, 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 Loveland/Cincinnati, Ohio. In this client-facing role, you will deliver comprehensive financial planning and 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 platforms to provide personalized investment strategies, retirement planning, and estate solutions tailored to the unique needs of Midwest clients. This position offers the opportunity to build meaningful relationships in a dynamic branch environment, contributing to J.P. Morgan's reputation as a leader in the financial services industry. Your primary focus will be on understanding clients' financial landscapes, assessing their risk profiles, and crafting bespoke portfolios that align with their objectives. You will collaborate with J.P. Morgan bankers, analysts, and specialists to offer holistic advice, including access to alternative investments, sustainable options, and banking integration. Success in this role requires a proactive approach to client engagement, including regular reviews, educational seminars, and community involvement to grow your book of business. With a commitment to integrity and excellence, you will ensure all recommendations adhere to the highest regulatory standards while fostering trust and loyalty among high-net-worth clients in the Loveland and Cincinnati regions. J.P. Morgan Wealth Management empowers advisors like you with cutting-edge technology, robust training, and a supportive culture that values work-life balance. This role is ideal for a seasoned professional passionate about financial advisory, with the drive to exceed client expectations and contribute to our firm's growth in Ohio. Join us to make a lasting impact on clients' financial futures while advancing your career in one of the world's most prestigious financial institutions.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on investment, retirement, and estate planning
• Develop and maintain long-term relationships with private clients in the Loveland and Cincinnati areas through proactive outreach and branch-based consultations
• Analyze clients' financial situations, risk tolerances, and goals to recommend tailored investment portfolios using J.P. Morgan's proprietary tools
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic wealth management solutions
• Conduct regular portfolio reviews and adjust strategies to align with market conditions and client objectives
• Identify opportunities to expand client relationships by introducing additional J.P. Morgan products and services
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan regulatory standards
• Educate clients on market trends, economic factors, and sustainable investing options
• Participate in community events and networking to build J.P. Morgan's presence in Ohio
• Maintain accurate records of client interactions and transactions in CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in the financial services industry
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment serving clients in Loveland and Cincinnati, Ohio
• Clean U4 and background check with no disqualifying disclosures

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Midwest region
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in Spanish or other languages spoken in the Ohio community
• Previous success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and negotiation techniques
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Market research and economic trend analysis
• Digital advisory tools and fintech applications
• Team collaboration and networking
• Ethical decision-making in high-stakes environments

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 and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Loveland/Cincinnati area

JP Morgan Chase is an equal opportunity employer.