Private Client Wealth Advisor – Planning & Relationships

Testing Site - JPMC; Virginia Beach (VA); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build relationships, deliver investment solutions, and leverage digital channels to strengthen client engagement and outcomes. Qualified candidates bring at least 2 years in a Financial Advisor role, a Series 7, Series 66, and Life/Health/Long Term Care licenses, with CFP preferred and a Bachelor's degree preferred.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and work with partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a client book and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on digital channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to support client engagement and service.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market understanding

Interpersonal communication

Education

Bachelor's degree

Job description

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

You will build relationships, deliver investment solutions, and leverage digital channels to strengthen client engagement and outcomes. Qualified candidates bring at least 2 years in a Financial Advisor role, a Series 7, Series 66, and Life/Health/Long Term Care licenses, with CFP preferred and a Bachelor's degree preferred.