J.P. Morgan Wealth Management - Private Client Advisor - Columbia and Glen Burnie, MD
On-site · Columbia, Maryland, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families as part of Chase Wealth Management. Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio management. Demonstrate deep understanding of financial markets and strong business judgment, and uphold integrity in client interactions. Educate clients on technology and channels to monitor and manage their investments, and offer a holistic view of clients’ needs and financial coaching beyond investments. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. Collaborate with partners to deepen client relationships and leverage referrals as part of a broader wealth-management strategy.
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
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Preferred: Certified Financial Planning (CFP®) certification
- Bachelor’s degree preferred
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