JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Northern Kentucky / Cincinnati - Ohio
Cincinnati, OH +1 · Full-time · Posted Sep 15, 2026
- Location
- Cincinnati, OH
Florence, KY - 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 investment solutions.
What you'll do
- Build a book of business through relationship management and client acquisition, focusing on advice rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and investment solutions, including referrals to Chase partners.
- Educate clients about digital tools and channels for managing their investments while supporting teammates and bank goals.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, developing and maintaining client 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