JPMorgan Wealth Management - National Branch - Financial Advisor - Westerville, OH

JPMorgan Wealth Management - National Branch - Financial Advisor - Westerville, OH

Westerville, OH, United States

• Job Identification
• Job Category Advisors
• Business Unit Asset & Wealth Management
• Posting Date 03/05/2025, 05:25 PM
• Locations Westerville, OH, United States
• Job Schedule Full time

If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience. This is the team for you.

As a Financial Advisor
, in JPMorgan National Branch Investments Direct
,you will work in a team based office environment tooffer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.

You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.

Job responsibilities:

• Leverage solid understanding of financial markets to effectively simplify complex financial concepts while building rapport and credibility with our clients
• Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
• Possess and continue building on a broad range of investment products and account types including IRA, Roth IRA, Brokerage, Annuity and Managed Account solutions
• Understand client needs and provide advice and strategies to achieve their investment goals
• Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change

Required qualifications, capabilities, and skills:

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states

Preferred qualifications, capabilities, and skills:

• 3 years of relevant Financial services or brokerage experience preferred

• 3 years of relevant Financial services or brokerage experience preferred

• Solid understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with our clients

• Ability to deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base

• Familiarity with a broad range of investment products and account types including IRA, Roth IRA, Brokerage, Annuity and Managed Account solutions

• The capability to understand client needs and provide advice and strategies to achieve their investment goals

• A high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change

· A valid and active Series 7

· A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment

· This role requires you to be licensed in all states

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a…