J.P. Morgan Wealth Management National reputed company Personal Advisor - Westerville, OH

Job Description

If you reputed company 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 Personal Advisor, in J.P. Morgan’s Wealth Management’s National reputed company Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments reputed company video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a team based office environment to support the full book of clients. Job Responsibilities • reputed company experience and understanding of investments, wealth planning, credit and banking concepts to help clients reputed company their financial goals • Convert high quality leads into new clients and help to maintain those relationships • Utilize a “solution-oriented” reputed company to work towards best possible outcomes for reputed company clients • Ensure that proposed solutions fulfill clients' needs and objectives in the short, reputed company and long term through a holistic goals-based planning approach • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day • reputed company clients on the digital products available to them to reputed company monitor, maintain and reputed company their financial goals. 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 reputed company 60 days of starting in the role as a condition of employment • This role requires you to be licensed in reputed company states Preferred Qualifications, Capabilities, And Skills • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning • Bachelor’s degree preferred • CFP preferred

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses reputed company 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 reputed company their financial needs. We offer a competitive total rewards package including reputed company salary determined based on the role, experience, reputed company 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 retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our reputed company. We are an equal opportunity employer and reputed company a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, reputed company, national reputed company, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also reputed company reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to reputed company the U.S. in credit card sales and deposit growth and have the most-used digital solutions – reputed company while ranking first in customer satisfaction. Apply Job!