Financial Advisor

In JPMorgan Investments Direct, the Financial Advisor role supports clients with comprehensive financial planning and advice in a team-based office setting, including remote client interactions. The position focuses on delivering a consistent client experience and helping clients understand how to monitor and manage their investments through technology and remote channels.

Location

Columbus, OH (onsite)

Compensation

USD 64,600 - 90,000 per year

Responsibilities

• Use a strong understanding of financial markets to explain complex concepts clearly while building rapport and credibility with clients.
• Provide an exceptional client experience by adjusting communication style to meet the needs of a diverse client base.
• Complete service-oriented transactions for advisory clients who call in, maintaining accuracy, responsiveness, and professionalism.
• Apply knowledge of a broad range of investment products and account types, including IRA, Roth IRA, Brokerage, Annuity, and Managed Account solutions.
• Assess client needs and offer advice and strategies intended to support achievement of investment goals.
• Maintain personal organization and manage multiple priorities in a fast-paced environment, remaining adaptive to change.

Requirements

• Series 7 license must be valid and active.
• Series 66 (63/65) license is required, or the ability to obtain it within 60 days of starting, as a condition of employment.
• Must be licensed in all states for the role.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Preferred Qualifications

• 3 years of relevant financial services or brokerage experience preferred.
• Bachelor's degree preferred.

Team Overview

JPMorgan’s Consumer & Community Banking division serves Chase customers through a range of services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. The division also supports digital solutions and is recognized for credit card sales, deposit growth, and customer satisfaction.