Private Client Advisor - Wealth Planning & Digital Solutions

JPMorganChase; Washington (District of Columbia); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Washington, DC seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will apply a client-focused approach to build and manage a book of business, offering advised solutions and leveraging Chase partner referrals to deepen client relationships. The role requires a minimum of 2 years in a Financial Advisor capacity, a Series 7 and Series 66 or equivalents, and appropriate life, health, and long-term

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Experience with goals-based planning and financial advice.
• Active Series 7 license required.
• Active Series 66 license or eligibility within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or eligibility within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and client-centric service in all interactions.
• Educate clients on technology and channels to monitor investments.

Skills

Client relationship building

Financial markets understanding

Advisory/goal-based planning

Regulatory licensing knowledge

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase in Washington, DC seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will apply a client-focused approach to build and manage a book of business, offering advised solutions and leveraging Chase partner referrals to deepen client relationships. The role requires a minimum of 2 years in a Financial Advisor capacity, a Series 7 and Series 66 or equivalents, and appropriate life, health, and long-term