JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Mentor / Willoughby / Chagrin Falls / Chardon - Ohio
$48K
Mentor, OH +3 · Full-time · Posted Oct 12, 2026
- Location
- Mentor, OH
Willoughby, OH
Chagrin Falls, OH
Chardon, OH - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions and referrals.
What you'll do
- Build a book of business through relationship management and personalized investment solutions.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while delivering client-focused service with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and partnering with key stakeholders; 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.
Pay
Chagrin Falls,OH $47,520.00-$47,520.00 USD base salary; Chardon,OH $47,520.00-$47,520.00 USD base salary; Willoughby,OH $47,520.00-$47,520.00 USD base salary; Mentor,OH $47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative