Wealth Advisor: Private Client Solutions

JPMorgan Chase & Co.; Phelps Corner (MD); On-site; USD 100,000 - 170,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will deliver personalized investment solutions and leverage Chase partner referrals to deepen client relationships.

The role emphasizes relationship-building, fiduciary responsibility, and a strong focus on helping clients monitor and manage their investments through digital channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and prudent advisory guidance.
• Active Series 7 license and Series 66 license required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions emphasizing relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Exhibit integrity and fiduciary responsibility toward clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to enable clients to bank anytime, anywhere.
• Support teammates and bank-wide goals while promoting diversity.

Skills

Financial advising

Client acquisition

Relationship management

Goals-based planning

Investment knowledge

Education

Bachelor’s degree

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will deliver personalized investment solutions and leverage Chase partner referrals to deepen client relationships.

The role emphasizes relationship-building, fiduciary responsibility, and a strong focus on helping clients monitor and manage their investments through digital channels.