Private Wealth Advisor: Holistic Planning & Digital Guidance

JPMorganChase; Frederick (MD); Sur place; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health insurance and benefits

Competitive total rewards package

Employer 401(k) and retirement plan

Résumé du poste

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

You will build client relationships, deliver tailored investment solutions, and leverage the firm’s digital tools to enhance the client experience. Your role emphasizes integrity, fiduciary care, and a client-centric approach, with licensing requirements and opportunities for professional growth within a leading global financial

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 (63/65) required or to be obtained within 60 days.

Responsabilités

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep knowledge of financial markets and sound business judgment.
• Educate clients on digital tools and channels to monitor and manage investments.
• Maintain integrity and client-focused service across all interactions.

Connaissances

Financial advisory experience

Series 7

Series 66

Life/Health/LTC license

Relationship building

Goals-based financial planning

Formation

Bachelor's degree preferred

CFP certification preferred

Description du poste

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

You will build client relationships, deliver tailored investment solutions, and leverage the firm’s digital tools to enhance the client experience. Your role emphasizes integrity, fiduciary care, and a client-centric approach, with licensing requirements and opportunities for professional growth within a leading global financial