Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Edgewater (MD); On-site; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor to deliver tailored financial planning and advice. The role requires at least 2 years of financial services experience and licenses including Series 7 and Series 66. This position focuses on building strong client relationships, providing coaching beyond investments, and utilizing technology to enhance client experiences. A Bachelor’s degree and CFP® certification are preferred. The firm values diversity and aims to foster inclusive success.

Qualifications

• At least 2 years of experience in a Financial Advisor role or equivalent.
• Successful in building and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to better monitor their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Education

Bachelor’s degree

Certified Financial Planner (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor to deliver tailored financial planning and advice. The role requires at least 2 years of financial services experience and licenses including Series 7 and Series 66. This position focuses on building strong client relationships, providing coaching beyond investments, and utilizing technology to enhance client experiences. A Bachelor’s degree and CFP® certification are preferred. The firm values diversity and aims to foster inclusive success.