Top 77 Wealth solutions advisor Jobs in Columbus

J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
JPMorganChase —Westerville, OH
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio
JPMorganChase —Powell, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Advisor
Edward Jones —Westerville, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Grove City, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Strategic Wealth Advisor
WealthBridge Financial Group —Powell, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
6h
Wealth Planning Advisor
WealthBridge Financial Group —Dublin, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
6h
Senior Wealth Advisor
WealthBridge Financial Group —Dublin, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Private Wealth Client Associate
Bank of America —Columbus, OH
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
J.P. Morgan Wealth Management - Private Client Advisor - Hilliard, Ohio
JPMorganChase —Hilliard, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Workplace Solutions - Customer Service Analyst
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Finance
- Continuous improvement
- Health insurance
- Tuition reimbursement
Financial Representative (Licensing & Training Provided)
Northwestern Mutual Columbus —Upper Arlington, OH
- $85,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- 3 years
- Paid training
- Health savings account
Quick Apply
5d
Workplace Solutions - Quality Assurance Specialist (Service Desk)
JPMorganChase —Columbus, OH
- Full-time
- Hybrid work
- Bilingual
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
1d
Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market
Bank of America —Columbus, OH
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Technical Support Specialist Tier I
Schneider Downs & Co., Inc. —Columbus, OH
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid holidays
13d
Wealth Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- 5 years
- Mid-level
- Finance
Quick Apply
Loan Officer
Lower —Columbus, OH
- $75,000 - $200,000 a year
- Full-time
- Background check
- Office
- In-person
- Paid training
- Wellness program
Quick Apply
Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
8h
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Finance & Business Management Associate
JPMorganChase —Columbus, OH
- $80,750 - $115,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement

I want to receive the latest job alert for wealth solutions advisor in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth solutions advisor jobs near columbus

Client Associate jobs in Columbus, OH

Investment Consultant jobs in Columbus, OH

Finance Associate jobs in Columbus, OH

Wealth Management Director jobs in Columbus, OH

Customer Service Analyst jobs in Columbus, OH

Program Associate jobs in Columbus, OH

Quality Assurance Specialist jobs in Columbus, OH

Financial Advisor jobs in Westerville, OH

Loan Officer jobs in Columbus, OH

Management Trainee jobs in Columbus, OH

Wealth Management Advisor jobs in Hilliard, OH

Technical Support Specialist jobs in Columbus, OH

Financial Advisor jobs in Grove City, OH

Wealth Management Advisor jobs in Powell, OH

Per Diem Patient Care Associate jobs in Boston, MA

Associate Therapist jobs in Los Angeles, CA

Operations Associate jobs in New York, NY

Client Associate jobs in Town 'n' Country, FL

Client Associate jobs in San Francisco, CA

Client Associate jobs in Buzzards Bay, MA

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

JPMorganChase -
Westerville, OH

Apply Now

Job Details

Full-time

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Series 7
Experience practicing in the securities industry

Full Job Description

JOB DESCRIPTION

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 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, wealth planning, credit and banking concepts to help clients achieve their financial goals
Convert high quality leads into new clients and help to maintain those relationships
Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day
Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.

Required qualifications, capabilities, and skills:

A valid and active Series 7
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
This role requires you to be licensed in all states

Preferred qualifications, capabilities, and skills:

At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
Bachelor's degree preferred
CFP preferred

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Apply Now

Refine Your Search

wealth solutions advisor jobs in columbus

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

J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio

Financial Advisor

Financial Advisor

Wealth Management Trainee (OH)

Strategic Wealth Advisor

Wealth Planning Advisor

Senior Wealth Advisor

Private Wealth Client Associate

J.P. Morgan Wealth Management - Private Client Advisor - Hilliard, Ohio

Workplace Solutions - Customer Service Analyst

Financial Representative (Licensing & Training Provided)

Workplace Solutions - Quality Assurance Specialist (Service Desk)

Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market

Technical Support Specialist Tier I

Wealth Advisor

Loan Officer

Registered Investment Advisor

Premier Client Banker - PNC Wealth Management

Finance & Business Management Associate

I want to receive the latest job alert for wealth solutions advisor in columbus

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected