JP Morgan Chase & Co.

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

JP Morgan Chase & Co. • $70K — $95K *
Westerville, OH 43081In-Person
Finance & Insurance
Less than 5 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • A valid and active Series 7 license required.
  • A valid and active Series 66 (63/65) license required or ability to obtain.
  • Must be licensed in all states.
  • At least 3 years of financial services or brokerage experience preferred.
  • Bachelor's degree in finance or related field preferred.
  • CFP designation preferred.

Responsibilities

  • Leverage investment and wealth planning knowledge to help clients achieve financial goals.
  • Convert high-quality leads into new clients and maintain these relationships.
  • Utilize a solution-oriented mindset for optimal client outcomes.
  • Ensure proposed solutions meet clients' short, medium and long-term objectives.
  • Demonstrate strong organizational skills throughout daily tasks.
  • Educate clients on digital products to aid in financial goal monitoring.

Benefits

  • Comprehensive health benefits including medical, dental, and vision coverage.
  • Retirement plans with company matching contributions.
  • Professional development opportunities, including training and certifications.
  • Paid time off and flexible working arrangements.
  • Access to financial wellness programs and resources.
Full Job Description
As a Personal Advisor in J.P. Morgan’s Wealth Management’s National Branch 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 via 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: - Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals - Convert high quality leads into new clients and help to maintain those relationships - Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients - Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach - Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day - Educate clients on the digital products available to them to better monitor, maintain and achieve 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 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: • 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 JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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