Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Columbia (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will cultivate relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

Ideal candidates have 2+ years in financial advisory, strong client acquisition, and required licenses (Series 7, Series 66, Life/Health/LTC). CFP preferred; Bachelor’s degree preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 on file.
• Active Series 66 (63/65) required or within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate knowledge of financial markets and sound business judgement.
• Act with integrity and ethics in client interactions.
• Educate clients on technology and channels to monitor investments.
• Offer holistic view of clients' financial needs beyond investments.
• Leverage digital tools to enhance client experience and accessibility to services.

Skills

Financial Advisory

Client Acquisition

Relationship Building

Series 7

Series 66

Life/Health/LTC License

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will cultivate relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

Ideal candidates have 2+ years in financial advisory, strong client acquisition, and required licenses (Series 7, Series 66, Life/Health/LTC). CFP preferred; Bachelor’s degree preferred.