Wealth Client Advisor - Relationship & Strategy

Testing Site - JPMC; Edgewater (MD); On-site; USD 85,000 - 135,000; Full time

Job summary

J.P. Morgan Chase, through Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will leverage leadership and relationship-building to grow a book of business while aligning with firm-wide advisory standards. The role emphasizes integrity, client education on digital channels, and a holistic view of clients' financial needs, supported by strong partner referrals and a focus on

Qualifications

• 2+ years in financial services or as a financial advisor.
• Proven ability to acquire clients and manage relationships with partners.
• Strong goals-based planning and advisory capabilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank digitally.

Skills

Client relationship building

Financial planning

Sales/lead generation

Communication skills

Education

Series 7 license (active)

Series 66 license (63/65) active or within 60 days

Life, Health and Long Term Care Insurance license

Bachelor’s degree

Job description

J.P. Morgan Chase, through Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will leverage leadership and relationship-building to grow a book of business while aligning with firm-wide advisory standards. The role emphasizes integrity, client education on digital channels, and a holistic view of clients' financial needs, supported by strong partner referrals and a focus on