Private Client Advisor: Wealth Planning & Digital Tools

JPMorganChase; Arlington (VA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Arlington, VA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build relationships, provide tailored advice, and coordinate with Chase Wealth Management to meet clients' financial needs. The role requires 2+ years in financial advisory, active Series 7 and Series 66 (63/65) or acquisition within 60 days, and relevant licenses (CFP preferred).

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Embrace digital innovations to enhance client experience and drive referrals.

Skills

Series 7

Series 66 (63/65)

Licenses: Life/Health/LTC

Relationship management

Client acquisition

Education

Bachelor's degree

Job description

J.P. Morgan Chase in Arlington, VA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build relationships, provide tailored advice, and coordinate with Chase Wealth Management to meet clients' financial needs. The role requires 2+ years in financial advisory, active Series 7 and Series 66 (63/65) or acquisition within 60 days, and relevant licenses (CFP preferred).