Private Client Wealth Advisor

Testing Site - JPMC; Fredericksburg (VA); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build a book of business, provide tailored investment solutions, and guide clients through financial decisions using digital tools to monitor and manage investments.

The role emphasizes relationship management, integrity, and collaboration with partners to deepen client engagements in a client-centric bank 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.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients focusing on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Series 7

Series 66

Life/Health/LTC license

Relationship building

Financial planning

CFP certification

Education

Bachelor's degree

Job description

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build a book of business, provide tailored investment solutions, and guide clients through financial decisions using digital tools to monitor and manage investments.

The role emphasizes relationship management, integrity, and collaboration with partners to deepen client engagements in a client-centric bank environment.