Wealth Advisor: Private Client & Financial Planning

JPMorgan Chase; Norfolk (VA); On-site; USD 85,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

On-site health and wellness centers

Tuition reimbursement

Retirement savings plan

Backup childcare

Job summary

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

You will guide clients through planning, educate them on digital tools, and maintain the highest standards of integrity and service. The role emphasizes relationship-driven advice and ongoing client coaching.

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 license (63/65) or must be obtained within 60 days of starting.

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 clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank as they choose.

Skills

Financial advisor

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/ LTC license

Education

Bachelor's degree

CFP certification preferred

Job description

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

You will guide clients through planning, educate them on digital tools, and maintain the highest standards of integrity and service. The role emphasizes relationship-driven advice and ongoing client coaching.