Wealth Advisor for Private Clients & Investments

JPMorgan Chase & Co.; Oxon Hill (MD); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and personalized investment solutions to individuals and families.

You will help clients grow and protect wealth using a broad investment platform and digital tools. The role emphasizes relationship management, strong ethics, and collaboration with partners to deepen client relationships.

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.
• A valid and active Series 7 license; Series 66 license required or obtained within 60 days.
• A valid and active Life, Health and Long Term Care Insurance license required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Collaborate with partners to deepen client relationships and deliver holistic client service.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial advisory

Communication skills

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and personalized investment solutions to individuals and families.

You will help clients grow and protect wealth using a broad investment platform and digital tools. The role emphasizes relationship management, strong ethics, and collaboration with partners to deepen client relationships.