Wealth Advisor for Private Clients

JPMorganChase; Reisterstown (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase—Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. You will help clients build wealth, deliver advised solutions, and collaborate with Chase partners to deepen relationships.

The role emphasizes advisory expertise, client education, and leveraging digital channels to enhance the investor experience across various client segments.

Qualifications

• 2+ years in a financial advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 through leadership and relationship-building, with a focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that guides clients' interests
• Educate clients on technology and channels to monitor, maintain, and handle investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank when/where they want

Skills

Financial advisor experience

Client relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase—Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. You will help clients build wealth, deliver advised solutions, and collaborate with Chase partners to deepen relationships.

The role emphasizes advisory expertise, client education, and leveraging digital channels to enhance the investor experience across various client segments.