JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Rocky River, Ohio
$48K
Rocky River, OH · Full-time · Posted Sep 9, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning and investment advice to individuals and families, building client relationships and offering personalized investment solutions.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while fostering diversity and delivering strong client service.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship development, and partnering with key stakeholders.
- 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.
Pay
$47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative