Private Client Advisor — Wealth Planning & Relationships

Next Frontier Capital; Columbia (MD); On-site; USD 85,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build trusted relationships, deliver investment solutions, and partner with Chase referrals to deepen client connections. The role emphasizes integrity, client education on digital tools, and a holistic view of financial needs, within a diverse and inclusive environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions with focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Offer a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life, Health, LTC license

Education

Bachelor’s degree (preferred)

CFP (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build trusted relationships, deliver investment solutions, and partner with Chase referrals to deepen client connections. The role emphasizes integrity, client education on digital tools, and a holistic view of financial needs, within a diverse and inclusive environment.