JPMorgan Chase
J.P. Morgan Wealth Management National Branch Personal Advisor - Columbus, OH
Columbus, OH · Full-time · Posted Sep 9, 2026
- Experience
- At least 3 years of relevant financial services or brokerage experience is strongly preferred.
- Education
- Bachelor’s degree preferred.
About the job
Partner with clients through scheduled video or phone appointments to create financial plans, recommend CIO-managed investment portfolios, and provide ongoing advice.
What you'll do
- Develop holistic, goals-based financial plans using investment, wealth planning, credit, and banking concepts.
- Convert leads into clients and maintain client relationships by helping them meet financial goals.
- Educate clients on digital products and support the full book of clients in a team-based office.
What they ask for
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting as a condition of employment.
- Must be licensed in all states.
Nice to have
- At least 3 years of relevant financial services or brokerage experience, with a focus on financial planning.
- Bachelor’s degree and CFP.
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