Wealth Advisor, Client Growth & Planning

JPMorganChase; Bethesda (MD); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

On-site wellness centers

Tuition reimbursement

Job summary

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

You will build and manage a book of business, deliver tailored investment solutions, and deepen client relationships using a holistic, advisory approach. The role emphasizes understanding financial markets, leveraging digital tools, and upholding the firm’s commitment to integrity and client-first service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid and active Series 7 license is required.
• Valid and active Series 66 license required or must be obtained within 60 days of starting.
• Valid Life, Health, and Long Term Care Insurance license required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Maintain and deepen client relationships through ongoing service and referrals.
• Uphold integrity and prioritize clients' needs with a holistic approach.

Skills

Client acquisition

Relationship management

Partnership collaboration

Financial markets knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66

L&H/LTC license

Job description

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

You will build and manage a book of business, deliver tailored investment solutions, and deepen client relationships using a holistic, advisory approach. The role emphasizes understanding financial markets, leveraging digital tools, and upholding the firm’s commitment to integrity and client-first service.