Top 148 Client advisor Jobs in Toledo, Oh

J.P. Morgan Wealth Management - Private Client Advisor - Toledo, Ohio
JPMorganChase —Toledo, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
9d
Registered Client Service Associate
Wilcox Financial / Wilcox Sports Management —Toledo, OH
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
HR Strategic Partner Sr. - Toledo
Nationwide Children's Hospital —Toledo, OH
- $80,000 - $100,000 a year
- Full-time
- Computer literacy
- Writing skills
- HIPAA
- Paid parental leave
- Health insurance
Quick Apply
Senior Technical Sales Representative
TTG Staffing Solutions LLC —Toledo, OH
- $6,000 a month
- Contract
- Business development
- Senior level
- Communication skills
Quick Apply
2d
Senior Outside B2B Sales Executive
Wholesale Payments —Ohio
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Risk Operations Specialist
Savage & Associates —Maumee, OH
- $50,000 - $70,000 a year
- Full-time
- Office
- In-person
- Communication skills
- Health savings account
- Health insurance
Quick Apply
9d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Ohio
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Registered Branch Associate
Edward Jones —Toledo, OH
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Wealth Management Trainee (OH)
Bankers Life —Toledo, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Representative (Full Training and Licensing Provided)
Northwestern Mutual —Toledo, OH
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Team management
- Associate's degree
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
14d
Financial Representative
Modern Woodmen of America —Toledo, OH
- $50,000 - $85,000 a year
- Choose your own hours
- Sales
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
HR Business Partner
Erie Home —Toledo, OH
- $80,000 - $110,000 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid parental leave
- Health insurance
Quick Apply
Licensed Sales Professional (LSP) - OH
Allstate —Ohio
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Membership & Events Sales Advisor
THE TOLEDO CLUB —Toledo, OH
- Full-time
- Mid-level
- Business development
- Continuous improvement
- Paid training
- Health insurance
Quick Apply
8d
Part-time Teller
KeyBank National Association —Toledo, OH
- $18.00 - $23.08 an hour
- 8 hour shift
- Computer literacy
- Office
- Windows
1d
Resident Advisor - Recovery Housing
ZEPF CENTER —Toledo, OH
- Full-time
- Inventory management
- Residential
- High school diploma or GED
Quick Apply
HR Strategic Partner, Sr. - Toledo
Nationwide Children's Hospital —Toledo, OH
- Full-time
- Hospital
- Computer literacy
- HIPAA
Part-Time Beauty Advisor - Sephora
KOHLS —Toledo, OH
- From $13.30 an hour
- Part-time
- Communication skills
- Entry level
Private Wealth Advisor
WealthBridge Financial Group —Toledo, OH
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Comfort Advisor
Iceberg Heating & Cooling —Monroe, MI
- $70,000 - $120,000 a year
- Full-time
- Clean driving record
- Mid-level
- Residential
- Health savings account
- Dental insurance

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

JPMorganChase -
Toledo, OH

Apply Now

Job Details

Full-time
9 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Financial sales
Customer relationship building
Series 7
Client base expansion
Investment client management
Customer relationship management
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Customer acquisition

Full Job Description

JOB DESCRIPTION

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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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

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.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Apply Now

Refine Your Search

client advisor jobs in toledo, oh

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

Registered Client Service Associate

HR Strategic Partner Sr. - Toledo

Senior Technical Sales Representative

Senior Outside B2B Sales Executive

Risk Operations Specialist

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Registered Branch Associate

Wealth Management Trainee (OH)

Financial Representative (Full Training and Licensing Provided)

Financial Representative

HR Business Partner

Licensed Sales Professional (LSP) - OH

Membership & Events Sales Advisor

Part-time Teller

Resident Advisor - Recovery Housing

HR Strategic Partner, Sr. - Toledo

Part-Time Beauty Advisor - Sephora

Private Wealth Advisor

Comfort Advisor

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