J.P. Morgan Wealth Management - Private Client Advisor - Solon / Willoughby / Chardon / Mentor [...]
JPMorganChase
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 license. A valid and active Series 66 (or 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: The following statements are for informational purposes only and depict the nature of the products offered.
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 Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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. Additional 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. Equal Opportunity Employer 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. For more information on requesting an accommodation, visit the FAQs section. #J-18808-Ljbffr JPMorganChase- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...focus on relationship management, not portfolio management... ...At least 2 years in a Financial Advisor role or equivalent financial services...Private client
- ...Job Description At J.P. Morgan Chase, we have an... ...enthusiasm for helping our clients, taking care of our... ...needs. As a Private Client Investment Associate... ...in J.P. Morgan Wealth Management, you will be tasked with... ...our Private Client Advisors. Your role will...Private client
- JPMorganChase is seeking a Financial Advisor in Solon, Ohio, to offer tailored investment solutions... ...support a diverse culture, and educate clients about digital tools. The ideal candidate... ...health care coverage and retirement plans. #J-18808-Ljbffr JPMorganChasePrivate client
- WealthBridge Financial Group in Solon, Ohio, is looking for a results-oriented Private Wealth Advisor to join their team. In this role, you will engage clients to meet their financial objectives with... ...for career advancement. #J-18808-Ljbffr WealthBridge Financial...Private client
- ...Wealthspire is a leading wealth management, retirement advisory,... ...services—empowering clients to navigate complexity... ...information, visit Wealthspire Advisors LLC, Fiducient... ...and serve as a mentor to advisory staff Requirements... ...is rooted in putting p #J-18808-Ljbffr...Work at officeLocal areaFlexible hours
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- JPMorgan Chase & Co. is looking for a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.... ...position promises an engaging environment prioritizing client needs and financial goals. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
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- ...Outside Sales for Lift Truck Leader Location: Solon, OH, US, 44139 Company Description: Crown... ...material‑handling equipment, fleet management solutions, warehouse products and support... ...much more. EOE Veterans/Disabilities Nearest Major Market Cleveland #J-18808-Ljbffr...Full timeTemporary workWork at officeLocal areaWorldwideVisa sponsorshipFlexible hours
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...support while working closely with Sales Managers, Engineering, and Product Management, to... ...position is responsible for building client relationships, project management, and developing... ...division of WEISS North America, Inc. (Willoughby, OH). Compensation details: 24-32...Bi-weekly payHourly payFull time- ...seeking a results-oriented Private Wealth Advisor to join our team. In this position... ..., you will engage with clients to understand their financial... ...planning, and wealth management strategies. As a Private Wealth... ...ongoing training support #J-18808-Ljbffr WealthBridge Financial...
- DescriptionSummary:The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and... ...executed Master Service Agreement and Statement of Work for consideration. #J-18808-Ljbffr Huntington-BankWork at officeRemote workWork from homeFlexible hours
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Overview Relationship Management Officer, Wealth Advisory - Join to apply... ...commitment to our clients have made us a trusted partner for private wealth, endowment & foundation... ...and external advisors. Detail-oriented, especially... ...5,000.00-$100,000.00 #J-18808-Ljbffr GlenmedeFull timeWork at officeLocal area3 days per week- ...Perspective Senior Living, LLC is seeking a Care Team Manager in Beachwood, Ohio, to lead and mentor caregivers who significantly impact older adults' lives... ...development. Apply today to make a difference in aging lives! #J-18808-Ljbffr New Perspective Senior Living, LLC
- Hana Technologies Inc. in Solon, Ohio, is seeking an Engineering Technician to contribute hands-on to the production of RFID products. The... ...a high school diploma, engineering experience, and familiarity with safety protocols. #J-18808-Ljbffr Hana Technologies Inc.Full timeDay shift
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...Associate - Corient (wealth management) Location: Shaker Heights... ...actually know your clients’ names, their children... ...work alongside wealth advisors, not just behind a screen... ...September, January). Mentor junior staff – answer... ...compensation and training. #J-18808-Ljbffr...Temporary workWork at officeLocal areaRelocationRelocation package$69k
...Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer...Remote workWork from homeFlexible hours- ...Maple Heights Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent... ...strong partnership with Retail Branch Managers, teams, and Centers of Influence, and... ...including the in person coaching and mentoring of branch personnel, client management...Private clientBank staffWork at officeFlexible hoursNight shift
$44.77k
...offers a competitive salary of $44,768 per person, comprehensive benefits, including medical and dental insurance, relocation assistance, and paid training. Couples must demonstrate commitment to students and have experience working with youth. #J-18808-Ljbffr ConfidentialFull timeRelocation packageFlexible hours- ...About Rockefeller Capital Management Rockefeller Capital Management... ...oversees $221 billion in client assets as of May 31, 2026.... ...This role partners closely with Private Advisors and senior leadership to ensure... ...Capital Management L.P. (individually and collectively...Work at officeLocal area
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...genuinely enjoy engaging with clients - not just reviewing... ...seeking a Senior Tax Manager to step into a retiring... ...of the fastest-growing wealth management platforms in... ...and signer, you will mentor a team of three Tax Managers... ...daily with a Wealth Advisor. No silos. No...Full timeTemporary workWork at officeLocal areaRelocation package- ...Urgent Care Veterinary Client Care Representative Be part of something meaningful - where compassion meets connection. At AcutePet... ...clarity in every situation. You'll check clients in and out, manage phone calls and scheduling, handle electronic medical records with...Hourly payLocal areaWeekend workAfternoon shift
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