Wealth Advisor - Private Client & Digital Planning

Testing Site - JPMC; Williamsburg (VA); On-site; USD 80,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, a leading wealth management firm, is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will identify client needs, build lasting relationships, and coordinate with partners to provide an exceptional investor experience. Responsibilities include educating clients on markets and digital tools, maintaining integrity, and fostering a holistic view of client financial needs beyond investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 license required or obtained within 60 days of starting.
• Active Life/Health and Long Term Care Insurance licenses required or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound judgment.
• Provide holistic financial coaching beyond investments and educate clients on technology and channels for monitoring investments.
• Support a culture of integrity and client-first service.
• Collaborate with partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship building

Goals-based planning

Integrity and ethics

Education

Series 7

Series 66 (63/65)

Life/Health/Long Term Care insurance license

CFP certification

Bachelor’s degree (preferred)

Job description

J.P. Morgan Chase, a leading wealth management firm, is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will identify client needs, build lasting relationships, and coordinate with partners to provide an exceptional investor experience. Responsibilities include educating clients on markets and digital tools, maintaining integrity, and fostering a holistic view of client financial needs beyond investments.