J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH - JPMorgan Chase & : Job Details

If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you. As a Personal Advisor in J. P. Morgans Wealth Managements National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J. P. Morgans Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a team based office environment to support the full book of clients. Job responsibilities:- Leverage experience and understanding of investments, wea...Advisor, Wealth, Management, Financial Planning, Personal, Banking