JPMorgan Chase
JPMorgan Wealth Management - Investments Direct - Financial Advisor
$65K–$90K
Columbus, OH +1 · Full-time · Posted Oct 19, 2026
- Location
- Columbus, OH
Chicago, IL - Experience
- 3 years of relevant Financial services or brokerage experience preferred.
- Education
- Bachelor’s degree preferred.
About the job
Provides remote financial planning, investment advice, and service to clients, helping them choose suitable products and work toward their financial goals.
What you'll do
- Explain financial markets and investment concepts in ways clients can understand, adapting conversations to diverse needs.
- Handle service transactions for advisory clients accurately and professionally.
- Assess client needs and recommend investment strategies, products, and account solutions.
What they ask for
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting as a condition of employment.
- Must be licensed in all states.
Nice to have
- 3 years of relevant financial services or brokerage experience.
- Bachelor’s degree.
Pay
USD 64,600.00-USD 90,000.00 base salary
Model-written summary · the original posting is authoritative