Private Client Wealth Advisor

Fairygodboss; Columbia (MD); On-site; USD 120,000 - 170,000; Full time

Job summary

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

You will build and manage a book of business, leverage leadership and relationships with partners, and deliver tailored investment solutions with a focus on goals-based planning and exceptional client service. You will demonstrate deep financial knowledge, unwavering integrity, and be comfortable educating clients on

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and maintaining relationships with key partners
• Commitment to goals-based planning and providing advice
• Active Series 7 license
• Active Series 66 license or must be obtained within 60 days of start
• Active Life, Health and Long Term Care license or must be obtained within 60 days of start

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management
• Offer comprehensive financial planning and investment advice to individuals and families
• Demonstrate deep understanding of financial markets and sound judgment
• Provide investment education and digital tools to clients for monitoring and managing their investments
• Maintain integrity and ethical standards in all client interactions
• Collaborate with Chase partners to deepen client relationships

Skills

Client relationship management

Licensing (Series 7)

Series 66 (63/65)

Life/Health/Long Term Care license

Financial planning

Goals-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Job description

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

You will build and manage a book of business, leverage leadership and relationships with partners, and deliver tailored investment solutions with a focus on goals-based planning and exceptional client service. You will demonstrate deep financial knowledge, unwavering integrity, and be comfortable educating clients on