Private Client Advisor: Holistic Wealth Planning

JPMorgan Chase & Co. in Lima, Ohio, is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build strong client relationships, offer advised solutions, and work with Chase partners to deepen client engagement while maintaining the highest standards of integrity and service. Your role emphasizes goals-based planning, market awareness, and a holistic view of clients’ financial