Wealth Advisor — Private Client & Planning

Aumni; Strasburg (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, leverage digital tools, and collaborate with partners to deepen client engagement across a wide range of wealth management solutions. The role requires at least 2 years in a financial advisory capacity, valid Series 7 and Series 66 licenses (or to obtain within 60 days), and Life/Health/LTC licensing

Qualifications

• Minimum 2 years as Financial Advisor or equivalent experience.
• Proven success in acquiring and maintaining clients; strong partner collaboration.
• Commitment to goals-based planning and advice.
• Active Series 7 license required and Series 66 within 60 days.

Responsibilities

• Build and manage a book of business, delivering personalized investment solutions.
• Provide financial planning and comprehensive investor experiences for individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Act with integrity and prioritize client interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients' needs beyond investments and drive digital adoption.

Skills

Relationship-building

Financial planning

Client acquisition

Industry knowledge

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life, Health & LTC License

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, leverage digital tools, and collaborate with partners to deepen client engagement across a wide range of wealth management solutions. The role requires at least 2 years in a financial advisory capacity, valid Series 7 and Series 66 licenses (or to obtain within 60 days), and Life/Health/LTC licensing