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

Location: Springboro, 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 Springboro, 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 part of one of the world's leading financial institutions, you will leverage J.P. Morgan's global resources, cutting-edge investment tools, and a client-centric approach to help clients navigate complex financial landscapes, from retirement planning to multi-generational wealth transfer. This position offers the opportunity to build lasting relationships in a dynamic, community-focused environment while contributing to J.P. Morgan's mission of empowering clients to achieve their financial aspirations. Your primary focus will be on providing holistic financial advice, including investment recommendations, portfolio optimization, and integration of J.P. Morgan's banking and lending products. You will conduct in-depth client consultations, analyze financial data, and develop customized strategies that align with market opportunities and regulatory requirements. Collaborating with cross-functional teams within J.P. Morgan Wealth Management, you will ensure seamless service delivery and identify growth opportunities to expand client assets under management. Success in this role requires a passion for client success, a deep understanding of the financial services industry, and the ability to thrive in a fast-paced branch setting. J.P. Morgan Chase & Co. is an equal opportunity employer committed to diversity and inclusion. We offer a supportive culture with robust training programs to help you excel, including access to J.P. Morgan's renowned learning platforms and mentorship from seasoned advisors. If you are a results-oriented professional with a commitment to ethical advisory practices, join us in Springboro to make a meaningful impact on clients' financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, retirement, and estate planning
• Develop and maintain long-term relationships with private clients in the Springboro, Ohio branch, identifying opportunities to deepen client engagement
• Conduct comprehensive financial assessments, including risk tolerance analysis and portfolio reviews, to recommend tailored investment solutions
• Collaborate with J.P. Morgan Wealth Management teams to deliver holistic advisory services, integrating banking, lending, and investment products
• Prospect for new clients through community networking, referrals, and branch-based interactions while adhering to compliance standards
• Monitor market trends and economic conditions to adjust client strategies, ensuring alignment with J.P. Morgan's investment philosophy
• Educate clients on J.P. Morgan's suite of wealth management offerings, such as Chase Private Client services and alternative investments
• Maintain accurate records of client interactions and portfolios using J.P. Morgan's proprietary systems
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies

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
• Minimum of 2-3 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 and engage with diverse client demographics

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms or similar enterprise systems
• Background in serving high-net-worth individuals and families in the Midwest region
• Fluency in financial software tools like Bloomberg or Morningstar

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Risk assessment and mitigation
• Regulatory compliance (SEC/FINRA)
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in Microsoft Office Suite and financial software
• Time management and organization
• Empathy and active listening
• Analytical thinking
• Negotiation and advisory persuasion
• Knowledge of tax and estate planning basics
• Team collaboration in a corporate environment

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• 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 facilities
• Relocation assistance for eligible roles and flexible work arrangements where applicable

JP Morgan Chase is an equal opportunity employer.