Talent.com
J.P. Morgan Wealth Management Private Client Advisor - Wadsworth, Ohio

J.P. Morgan Wealth Management Private Client Advisor - Wadsworth, Ohio

JPMorgan ChaseWadsworth, OH, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Private Client Advisor In Chase Wealth Management

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities :

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills :

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63 / 65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • Preferred Qualifications, Capabilities, and Skills :

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred
  • Investment and insurance products are :

    NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    serp_jobs.job_alerts.create_a_job

    Wealth Management • Wadsworth, OH, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Private Client Advisor

    Private Client Advisor

    KeyCorpAkron, OH, US
    serp_jobs.job_card.full_time
    Location : 219 South Main Street - Akron, Ohio 44308.Job Summary : The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Wealth Associate

    Private Wealth Associate

    AllianceBernsteinCleveland, OH, US
    serp_jobs.job_card.full_time
    Bernstein Private Wealth Management Associate.Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.As an industry lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Wealth Management Specialist

    Wealth Management Specialist

    Fifth Third BancorpAkron, OH, US
    serp_jobs.job_card.full_time
    Make Banking A Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Partners with Wealth Managemen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Advisor II

    Wealth Management Advisor II

    Fifth ThirdCleveland, OH, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Serves as the trusted advisor ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Wealth Advisor

    Private Wealth Advisor

    U.S. BancorpIndependence, OH, US
    serp_jobs.job_card.full_time
    Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Private Client Advisor

    Associate Private Client Advisor

    KeyCorpAkron, OH, US
    serp_jobs.job_card.full_time
    Associate Private Client Advisor.Location : 3983 Medina Road - Akron, Ohio 44333.Job Summary : The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    PWM Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0009478LocationSeven Hills, OH, United StatesPosting Start Date06 / 20 / 2025Anticipated Posting End Date07 / 28 / 2025Job TypeFull time

    PWM Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0009478LocationSeven Hills, OH, United StatesPosting Start Date06 / 20 / 2025Anticipated Posting End Date07 / 28 / 2025Job TypeFull time

    US BankIndependence, OH, US
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Relationship Advisor, Wealth Management

    Associate Relationship Advisor, Wealth Management

    Northern TrustCleveland, OH, US
    serp_jobs.job_card.full_time
    Associate Relationship Advisor, Wealth Management.Partner assumes responsibility of a limited number of accounts where the partner serves as a lead Relationship Advisor managing assigned account ba...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationCanton, Ohio
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0017843LocationSeven Hills, OH, United StatesPosting Start Date07 / 30 / 2025Anticipated Posting End Date09 / 01 / 2025Job TypeFull time

    Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0017843LocationSeven Hills, OH, United StatesPosting Start Date07 / 30 / 2025Anticipated Posting End Date09 / 01 / 2025Job TypeFull time

    US BankIndependence, OH, US
    serp_jobs.job_card.full_time
    Bank, we are on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor, Wealth Management

    Financial Advisor, Wealth Management

    Dollar Bank, FSBCleveland, OH, United States
    serp_jobs.job_card.full_time
    Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor.You will be responsible for providing discretionary investment guidance for businesses and individuals and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    LEAD SALES ASSOCIATE-FT in MILLERSBURG, OH S00211

    LEAD SALES ASSOCIATE-FT in MILLERSBURG, OH S00211

    Dollar GeneralMillersburg, Ohio, United States
    serp_jobs.job_card.full_time
    At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient Store locations, Distribu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    LEAD SALES ASSOCIATE-PT in MILLERSBURG, OH S00211

    LEAD SALES ASSOCIATE-PT in MILLERSBURG, OH S00211

    Dollar GeneralMillersburg, Ohio, United States
    serp_jobs.job_card.part_time
    At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient Store locations, Distribu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management Private Client Advisor - North Canton, Ohio

    J.P. Morgan Wealth Management Private Client Advisor - North Canton, Ohio

    JPMorgan ChaseNorth Canton, OH, US
    serp_jobs.job_card.full_time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor - PNC Investments

    Wealth Advisor - PNC Investments

    PNCCleveland, OH, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Financial Advisor / Wealth Management Associate

    Financial Advisor / Wealth Management Associate

    Kinetic Wealth Investment Advisors LLCWestlake, Ohio, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    A unique opportunity to join the rapidly growing Kinetic Wealth Investment Advisors as a Financial Advisor / Wealth Management Associate. The company provides comprehensive wealth management solutions...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationCanton, Ohio
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    PWM Private Wealth Advisor

    PWM Private Wealth Advisor

    U.S. BancorpIndependence, OH, US
    serp_jobs.job_card.full_time
    Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30