J.P. Morgan Wealth Management - Private Client Advisor - Southeast Ohio / West Virginia

{ "@context": "http://schema.org", "@type": "JobPosting", "title": "J.P. Morgan Wealth Management

• Private Client Advisor
• Southeast Ohio \/ West Virginia", "url": "https://www.

jobit.com/search/jobs/8777710/JP-Morgan-Wealth-Management-P.html", "datePosted": "2026-02-20T08:22:52+00:00", "validThrough": "2026-03-22T08:22:52+00:00", "description":"At J.P.\n\nMorgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.\n\nUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.\n\nAs a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.\n\nYour expertise will support a wide range of clients, from those just starting to save to those with significant wealth.\n\nYou provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.\n\nJob responsibilities\n\n \n\n

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity\n \n\n
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.\n\nThis will be done with a consistent focus on relationship management, not portfolio management\n \n\n
• Demonstrate a deep understanding of financial markets and sound business judgement\n \n\n
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity\n \n\n
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments\n \n\n
• Provide a holistic view of clients' needs and financial coaching beyond investments\n \n\n
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want\n\nRequired qualifications, capabilities, and skills\n\n \n\n
• At least 2 years in a Financial Advisor role or equivalent financial services experience\n \n\n
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners\n \n\n
• Demonstrated ability and commitment to goals-based planning and advice\n \n\n
• A valid and active Series 7\n \n\n
• A valid and active Series 66 (63\/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment\n \n\n
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment\n\nPreferred qualifications, capabilities, and skills\n\n \n\n
• Certified Financial Planning (CFP\u00ae) certification is preferred\n \n\n
• Bachelor's degree preferred\n\nINVESTMENT

AND INSURANCE PRODUCTS ARE

\n\n\u2022 NOT

FDIC INSURED

\u2022 NOT

INSURED BY ANY FEDERAL GOVERNMENT AGENCY

\u2022 NOT

A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE

BANK, N.A.\n\nOR

ANY OF ITS AFFILIATES

\u2022 SUBJECT

TO INVESTMENT

RISKS, INCLUD...\r\n" , "industry": "FINANCE", "employmentType": "

PERMANENT

", "hiringOrganization": { "@type": "Organization", "name": "JPMorgan Chase Bank, N.A." }, "jobLocation": { "@type": "Place", "address": { "@type": "PostalAddress", "addressLocality": "Wintersville, US-OH", "addressRegion": "Wintersville", "postalCode": "", "addressCountry": "US-OH" } } } J.P. Morgan Wealth Management

• Private Client Advisor
• Southeast Ohio / West Virginia At J.

P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills
• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills
• Certified Financial Planning (CFP®) certification is preferred
• Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE

NOT FDIC INSURED

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES

SUBJECT TO INVESTMENT

RISKS, INCLUD...

Rate:

Not Specified Location:

Wintersville, US-OH Type:

Permanent Industry:

Finance Recruiter:

JPMorgan Chase Bank, N.A.

Contact:

Not Specified Email:

to view click here

Reference:

210652640

Posted:

2026-02-20 08:22:52

• View all Jobs from JPMorgan Chase Bank, N.

A. Apply Now Share Job // create social networking pop-ups (function() { // link selector and pop-up window size var Config = {

Link:

"a.share",

Width:

500,

Height:

500 }; // add handler links var slink = document.querySelectorAll(Config.

Link); for (var a = 0; a < slink.length; a++) { slink[a].onclick = PopupHandler; } // create popup function PopupHandler(e) { e = (e ? e : window.event); var t = (e.target ? e.target : e.srcElement); // popup position var px = Math.floor(((screen.availWidth || 1024)

• Config.

Width) / 2), py = Math.floor(((screen.availHeight || 700)

• Config.

Height) / 2); // open popup var popup = window.open(t.href, "social", "width="+Config.

Width+",height="+Config.

Height+ ",left="+px+",top="+py+ ",location=0,menubar=0,toolbar=0,status=0,scrollbars=1,resizable=1"); if (popup) { popup.focus(); if (e.preventDefault) e.preventDefault(); e.returnValue = false; } return !!popup; } }()); More Jobs from JPMorgan Chase Bank, N.A. Senior Process Engineer EPC Project Manager Site Development Engineer Site Development Engineer Project Manager Supervisor Electrical and Instrumentation (E&I) Tech ($44/hr.)

Kiln Forklift Operator Divisional Asset Center Owner:

Area Specialist

• Gypsum Electrical & Instrumentation Technician Sales Engineer Production Manufacturing Technician
• Halsey, OR Operations Manager
• Gypsum (Ft. Dodge) Product Line Manager
• Optical Solutions Journeyman Instrumentation Technician Divisional Asset Center Owner Leader
• Gypsum SMT Manager Maintenance Technician
• 2nd shift Customer Reconciliation Specialist
• Remote (must be in Green Bay Metro) Senior Tax Analyst Global Demand Planner