Wealth Planner & Relationship Architect

Fairygodboss; Pikesville (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a book of business, deliver tailored investment solutions, and leverage digital tools to enhance the client experience.

The role emphasizes relationship management, integrity, and a strong grasp of financial markets to support clients through various life stages and wealth levels.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and relationship management.
• Active Series 7 and Series 66 licenses required or to be obtained within 60 days of starting.

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 judgment.
• Maintain integrity and client-focused service in all interactions.
• Educate clients on technology and channels to monitor investments.

Skills

Financial planning

Client relationships

Series 7

Series 66

Licenses (Life/HL)

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a book of business, deliver tailored investment solutions, and leverage digital tools to enhance the client experience.

The role emphasizes relationship management, integrity, and a strong grasp of financial markets to support clients through various life stages and wealth levels.