JPMorgan Wealth Management - Investments Direct - Financial Advisor - Westerville, OH

Job description

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 Financial Advisor , in JPMorgan Investments Direct , you will work in a team based office environment to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments. Job responsibilities: - Leverage solid understanding of financial markets to effectively simplify complex financial concepts while building rapport and credibility with our clients - Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base - Possess and continue building on a broad range of investment products and account types including I...