Private Client Advisor - Wealth Guidance & Digital Solutions

JPMorganChase; Richmond (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement savings plan

Tuition reimbursement

Wellness programs

Job summary

JPMorgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management. You will serve individuals and families, building long-term relationships and offering advised solutions through Partner referrals to deepen client engagement.

The role focuses on holistic financial coaching, leveraging digital tools and a strong client focus, while aligning with firm goals and compliance standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 is required; Series 66 must be obtained within 60 days of starting in the role as a condition of employment.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting in the role as a condition of employment.
• Strong client acquisition and relationship-building skills.
• Ability to provide goals-based planning and financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-driven service.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of client needs and coordinate with partners to deepen relationships.
• Demonstrate understanding of financial markets and sound judgement.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Digital literacy

Education

Bachelor's degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management. You will serve individuals and families, building long-term relationships and offering advised solutions through Partner referrals to deepen client engagement.

The role focuses on holistic financial coaching, leveraging digital tools and a strong client focus, while aligning with firm goals and compliance standards.