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

Location: Troy, 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 Troy, Piqua, Ohio. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and expertise to help clients achieve their financial goals, from retirement planning and investment strategies to estate planning and lending. This position is ideal for professionals passionate about building lasting client relationships in a dynamic, client-centric environment within the heart of Ohio's vibrant communities. Your primary focus will be on understanding clients' financial landscapes, providing personalized advice, and recommending J.P. Morgan's premier products, including mutual funds, ETFs, alternative investments, and banking integration. You will collaborate with cross-functional teams to offer holistic solutions, ensuring seamless experiences that align with J.P. Morgan's commitment to excellence in wealth management. Success in this role requires a proactive approach to client engagement, including regular portfolio reviews, market updates, and educational seminars to empower clients in their financial journeys. J.P. Morgan Wealth Management is renowned for its innovative platforms and research-driven insights, enabling advisors like you to deliver superior outcomes. In Troy and Piqua, you will contribute to growing our local presence by fostering referrals and community involvement, all while adhering to the highest standards of ethics and compliance. This is an opportunity to advance your career with one of the world's leading financial institutions, supported by robust training, technology, and a culture that values integrity and innovation. If you are a licensed professional with a passion for financial advisory and a drive to make a meaningful impact, join J.P. Morgan Chase and help shape the financial futures of our clients in Ohio.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients through proactive outreach and branch-based consultations
• Analyze clients' financial situations, goals, and risk tolerances to recommend tailored investment strategies and products
• Collaborate with J.P. Morgan Chase teams, including bankers and specialists, to deliver holistic financial services
• Conduct financial reviews, portfolio assessments, and rebalancing to ensure alignment with client objectives
• Educate clients on J.P. Morgan's suite of wealth management offerings, including retirement planning, estate strategies, and lending solutions
• Drive business growth by identifying referral opportunities and expanding client assets under management
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Participate in community events in Troy and Piqua to build brand awareness and attract new clients
• Maintain accurate records of client interactions and portfolio performance using J.P. Morgan's proprietary 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 in a branch-based setting and engage with diverse client populations
• 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 with J.P. Morgan Chase's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve Ohio's diverse communities
• Prior success in meeting sales targets and growing client assets under management
• Knowledge of local economic factors in the Troy and Piqua, Ohio areas

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Sales and business development
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• 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 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 for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, and employee discounts on J.P. Morgan products

JP Morgan Chase is an equal opportunity employer.