Wealth Advisor — Personal Planning & Digital Solutions

Fairygodboss; Catonsville (MD); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build trusted relationships, offer advised solutions, and collaborate with partners to deepen client engagement. You will lead in a dynamic, client-centric environment, leveraging digital tools to monitor investments and enhance the investor experience across a broad set of financial needs.

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.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role.

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 through leadership and relationship-building, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in clients' best interests at every opportunity.
• 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 become digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Financial planning

Compliance knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Job description

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

You will build trusted relationships, offer advised solutions, and collaborate with partners to deepen client engagement. You will lead in a dynamic, client-centric environment, leveraging digital tools to monitor investments and enhance the investor experience across a broad set of financial needs.