Private Client Advisor: Holistic Wealth & Digital

JPMorgan Chase & Co.; Pikesville (MD); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Maryland seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build relationships, advise on wealth growth, and coordinate with Chase partners to deepen client engagement.

The role emphasizes understanding markets, integrity, and educating clients on digital tools. Candidates should have a Series 7 and Series 66, plus Life/Health/LTC licenses; CFP is preferred

Qualifications

• 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.

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 clients, focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and act in the best interest of clients
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Maryland seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build relationships, advise on wealth growth, and coordinate with Chase partners to deepen client engagement.

The role emphasizes understanding markets, integrity, and educating clients on digital tools. Candidates should have a Series 7 and Series 66, plus Life/Health/LTC licenses; CFP is preferred