J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH

At J.P. Morgan Chase, our passion for client success drives everything we do. We empower our employees and foster meaningful relationships, ensuring every interaction is exceptional. Our commitment to diversity and inclusion is at the heart of our culture. Leveraging innovative digital technology and a robust investment platform, we deliver tailored solutions for every client. Join us and be the face of a brand that sets the standard for extraordinary service and results..
As a Personal Advisor in J.P. Morgan's Wealth Management's 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. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping t...

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