JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Dublin / Powell - Ohio
Dublin, OH +1 · Full-time · Posted Oct 15, 2026
- Location
- Dublin, OH
Powell, OH - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and a book of business while offering advised solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while delivering client-focused advice and maintaining integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integrating with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative