Private Client Wealth Advisor

JPMorgan Chase & Co.; Catonsville (MD); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build lasting client relationships, provide advised solutions, and deepen client engagement through Chase referrals.

The role emphasizes wealth management expertise, regulatory licensing requirements, and a commitment to fiduciary service as you guide clients through evolving financial needs.

Qualifications

• Progress toward series licenses or active licenses required (as specified).
• Strong client relationship management and business development skills.
• Experience in comprehensive financial planning and investment advice.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients’ best interests at all times.
• Educate clients on technology channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital tools to help clients bank how, when, and where they want.

Skills

Relationship building

Client acquisition

Financial planning

Investment advisory

Wealth management

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build lasting client relationships, provide advised solutions, and deepen client engagement through Chase referrals.

The role emphasizes wealth management expertise, regulatory licensing requirements, and a commitment to fiduciary service as you guide clients through evolving financial needs.