J.P. Morgan Wealth Management – Private Client Advisor - Worthington/Lewis Center, Ohio

Location: Worthington, 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 Worthington/Lewis Center, Ohio. In this client-facing role, you will deliver comprehensive financial planning and advisory services 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, cutting-edge research, and innovative investment solutions to provide personalized strategies that encompass retirement planning, investment management, estate planning, and more. This position is ideal for a seasoned professional passionate about building lasting client relationships in a dynamic branch environment, contributing to J.P. Morgan's mission of empowering clients to reach their financial aspirations. Your day-to-day responsibilities will include prospecting for new clients through community outreach and referrals, conducting in-depth financial assessments, and recommending tailored portfolios using J.P. Morgan's proprietary platforms. You will collaborate closely with branch bankers and specialists to offer seamless, holistic advice, ensuring all recommendations align with clients' risk profiles and objectives. Compliance is paramount; you will adhere to the highest standards of regulatory requirements, including FINRA and SEC guidelines, while fostering trust and loyalty among a diverse clientele in the greater Columbus area. Success in this role is measured by assets under management growth, client retention rates, and satisfaction scores, with opportunities for advancement within J.P. Morgan's prestigious Wealth Management division. J.P. Morgan Chase & Co. is a leading global financial services firm with a commitment to innovation, integrity, and client success. Joining our team means access to unparalleled professional development, competitive compensation, and a supportive culture that values work-life balance. If you have a proven track record in financial advising and a drive to make a meaningful impact, we invite you to apply and become part of our legacy of excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Worthington/Lewis Center community
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect, acquire, and retain clients through branch networking, referrals, and community engagement events
• Conduct regular client reviews and portfolio assessments to ensure alignment with financial goals and risk tolerance
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic financial solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Utilize J.P. Morgan's proprietary tools and research to recommend tailored investment products and services
• Educate clients on market trends, economic conditions, and J.P. Morgan's offerings to build long-term trust
• Track and report on key performance metrics, such as assets under management (AUM) and client satisfaction scores
• Participate in ongoing professional development to stay current with industry best practices and J.P. Morgan initiatives

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 services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment serving clients in Worthington/Lewis Center, Ohio
• 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's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Ohio
• Previous success in asset gathering and portfolio management exceeding $1M AUM
• Knowledge of local market dynamics in the Columbus, Ohio metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic analysis
• Team collaboration
• Ethical decision-making in high-stakes environments

Benefits

• Competitive base salary plus uncapped performance-based incentives tied to AUM growth
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company match up to 5% of eligible compensation
• 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 candidates moving to the Worthington/Lewis Center area

JP Morgan Chase is an equal opportunity employer.