Private Client Advisor: Wealth Planning & Relationships

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

Job summary

JPMorgan Chase & Co. in Washington, DC, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build and nurture client relationships, deliver personalized investment solutions, and partner with bankers and specialists to deepen client engagement across digital and in-branch channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.

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 a deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Offer holistic financial coaching beyond investments and deepen client relationships.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Washington, DC, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build and nurture client relationships, deliver personalized investment solutions, and partner with bankers and specialists to deepen client engagement across digital and in-branch channels.