Private Client Advisor: Holistic Wealth & Digital Planning

JPMorgan Chase & Co.; Washington (District of Columbia); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services company is seeking a Private Client Advisor in Washington, D.C. to provide comprehensive financial planning and investment advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in financial services, strong relationship-building skills, and must hold an active Series 7 license. This position offers the opportunity to make a meaningful impact on clients’ financial journeys while embracing diversity and innovation.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in cultivating client relationships.
• Must obtain Series 66 within 60 days.

Responsibilities

• Support bank goals and foster diversity.
• Deliver personalized investment solutions.
• Educate clients on digital tools for investment.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital innovation

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services company is seeking a Private Client Advisor in Washington, D.C. to provide comprehensive financial planning and investment advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in financial services, strong relationship-building skills, and must hold an active Series 7 license. This position offers the opportunity to make a meaningful impact on clients’ financial journeys while embracing diversity and innovation.