J.P. Morgan Wealth Management - Private Client Advisor - Baltimore, Lutherville Timonium, Pikesville, and Reisterstown, MD
On-site · Baltimore, Maryland, United States or Reisterstown, Maryland, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to clients, with a focus on relationship management, financial planning, and helping clients monitor and manage their investments through digital channels. Requires strong client acquisition and relationship-building skills, understanding of financial markets, and licenses (Series 7, Series 66, Life/Health/LTC). Preferred CFP and bachelor’s degree. Role emphasizes integrity, client education on technology and channels, and leveraging digital innovations to enhance the investor experience. Qualified candidates typically have 2+ years of financial advising experience and are capable of working in person with clients in Baltimore and surrounding MD areas.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7 license is required
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree preferred
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