Wealth Advisor: Private Clients & Relationships

Fairygodboss; College Park (MD); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide advised solutions, and deepen client relationships through leadership and collaboration with bank partners. You will demonstrate strong knowledge of markets, integrity, and the ability to educate clients on technology-enabled investing.

Qualifications

• Minimum 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.
• Demonstrated commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or able to obtain within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses or able to obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with leadership and relationship-building focus.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain holistic view of client needs and offer financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and access services.

Skills

Client relationships

Business development

Financial planning

Regulatory knowledge

Education

CFP certification preferred

Bachelor's degree preferred

Tools

Series 7

Series 66 (63/65)

Life, Health, LTC licenses

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide advised solutions, and deepen client relationships through leadership and collaboration with bank partners. You will demonstrate strong knowledge of markets, integrity, and the ability to educate clients on technology-enabled investing.