Wealth Advisor – Private Client, Digital Investing

Fairygodboss; Edgewater (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 advice for individuals and families. You will build lasting client relationships, provide tailored investment solutions, and collaborate with partners to deepen client engagement.

You will work in a fast-paced environment, upholding integrity, embracing digital channels, and educating clients on new tools to manage their portfolios effectively.

Qualifications

• At least 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.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Support teammates' success and the bank's goals while fostering diversity.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families. You will build lasting client relationships, provide tailored investment solutions, and collaborate with partners to deepen client engagement.

You will work in a fast-paced environment, upholding integrity, embracing digital channels, and educating clients on new tools to manage their portfolios effectively.