Private Wealth Advisor: Holistic Planning & Growth

Fairygodboss; Arlington (VA); On-site; USD 100,000 - 180,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build trusted relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement. The role requires licenses (Series 7, Series 66 or equivalent) and a strong track record in growth, with CFP preferred and a Bachelor's degree preferred.

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.

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 the firm's clients with leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in client interactions and fiduciary responsibilities.
• Educate clients on available technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to enhance client engagement and banking accessibility.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advice

Communication

Education

Bachelor's degree

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build trusted relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement. The role requires licenses (Series 7, Series 66 or equivalent) and a strong track record in growth, with CFP preferred and a Bachelor's degree preferred.