J.P. Morgan Wealth Management – Private Client Advisor - New Philadelphia/Dover, Ohio

Location: New Philadelphia, 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 New Philadelphia/Dover, Ohio. In this role, you will serve as a trusted financial advisor to individuals and families, helping them navigate their wealth-building journey with personalized strategies tailored to their unique needs. As a key member of our branch team, you will leverage J.P. Morgan's world-class research, investment tools, and global resources to deliver comprehensive financial planning, including retirement optimization, education funding, and legacy planning. This position is ideal for a client-focused professional passionate about making a meaningful impact in the local Ohio community while growing within one of the world's leading financial institutions. Your day-to-day responsibilities will involve conducting in-depth client consultations to assess financial situations, goals, and risk profiles, then crafting bespoke investment recommendations from J.P. Morgan's diverse suite of products, such as Chase Wealth Management portfolios and alternative investments. You will build and nurture lasting relationships through proactive outreach, educational seminars, and regular portfolio reviews, ensuring clients stay informed on market dynamics and economic shifts. Collaboration with J.P. Morgan specialists in areas like lending, trusts, and philanthropy will enable you to provide holistic advice, while strict adherence to regulatory standards upholds the integrity of our advisory services. We value advisors who thrive in a dynamic, branch-based environment and are committed to excellence in client service. This role offers the opportunity to contribute to J.P. Morgan Chase's mission of empowering clients to achieve financial success, with robust support for professional growth and work-life balance. If you have a proven track record in wealth management and a drive to exceed client expectations, join us in redefining wealth management in New Philadelphia/Dover.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the New Philadelphia/Dover area
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend suitable investment products, including J.P. Morgan Wealth Management offerings such as mutual funds, ETFs, and retirement plans
• Conduct comprehensive financial reviews, including estate planning, tax strategies, and debt management
• Collaborate with branch teams and specialists to deliver holistic wealth management solutions
• Prospect for new clients through community networking, referrals, and branch events in Ohio
• 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
• Educate clients on market trends, economic factors, and J.P. Morgan's research insights
• Document client interactions and maintain accurate records 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 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 the Ohio market or with high-net-worth individuals in rural or community-based settings
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Previous experience with J.P. Morgan Chase systems and tools
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC, CFPB)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• Team collaboration in a branch environment
• Ethical decision-making in high-stakes financial advice

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 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 fitness reimbursements
• Relocation assistance for eligible candidates moving to the New Philadelphia/Dover area

JP Morgan Chase is an equal opportunity employer.