JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - New Albany / Canal Winchester - Ohio
New Albany, OH +1 · Full-time · Posted Sep 24, 2026
- Location
- New Albany, OH
Canal Winchester, 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 through Chase Wealth Management.
What you'll do
- Build a book of business and provide personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Educate clients about financial planning, investments, and digital tools; provide financial coaching beyond investments.
- Support teammates and bank goals while delivering client-focused service and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating and maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; 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