JPMorgan Chase
J.P. Morgan Wealth Management – Market Director of Wealth - Ohio (Toledo Area)
Toledo, OH +4 · Director · Full-time · Posted Aug 27, 2026
- Location
- Toledo, OH
Rossford, OH
Sylvania, OH
Lima, OH
Findlay, OH - Experience
- At least 5 years of Advisor management experience.
About the job
Leads a team of financial advisors in the Toledo-area market, building customer relationships, developing advisor talent, and overseeing business operations, risk, and service quality.
What you'll do
- Recruit, coach, develop, and improve the performance of financial advisors.
- Integrate with Branch Management, Business Banking, and Home Lending to deliver financial solutions to customers.
- Manage day-to-day administrative, supervisory, and operational responsibilities while fostering customer service and a strong risk-and-control culture.
What they ask for
- At least 5 years of Advisor management experience, with a proven record of developing and coaching high-performing advisor teams.
- Ability to travel 50% of the time.
- Active FINRA Series 7 and 66 (or equivalent); active FINRA Series 9/10 (or equivalent), to be obtained or retained within 60 days of employment.
- Ability to recruit and attract advisor talent; investment services and product acumen; strong communication, attention to detail, and risk-and-controls commitment.
Nice to have
- Bachelor’s Degree
Model-written summary · the original posting is authoritative