Private Wealth Advisor — Holistic Planning & Growth

Fairygodboss; Edgewater (MD); On-site; USD 90,000 - 130,000; 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 guidance for individuals and families.

You will build trusted client relationships, deliver tailored investment solutions, and refer opportunities across Chase partners to deepen client engagement. The role emphasizes servicing diverse clients, maintaining high ethical standards, and leveraging digital channels to enhance the investor experience across

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining clients and collaborating with partners.
• Commitment to goals-based planning and providing advisory solutions.
• Licensing: Series 7 required; Series 66 (63/65) required or to be obtained within 60 days of start.
• Licensure in Life, Health and Long-Term Care Insurance required or to be obtained within 60 days.

Responsibilities

• Champion teammates' success and drive the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions with a relationship focus.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain unwavering integrity and client-first mindset.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Leverage digital tools to help clients be digitally confident and transact when/where they prefer.

Skills

Financial advisory experience

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP certification

Bachelor's degree

Job description

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

You will build trusted client relationships, deliver tailored investment solutions, and refer opportunities across Chase partners to deepen client engagement. The role emphasizes servicing diverse clients, maintaining high ethical standards, and leveraging digital channels to enhance the investor experience across