J.P. Morgan Wealth Management - Private Client Advisor - Fredericksburg, VA
On-site · Fredericksburg, Virginia, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families with a focus on relationship management and client education. The role emphasizes advising on financial planning, leveraging digital tools to enhance the investor experience, collaborating with partners to deepen client relationships, and maintaining compliance with licenses (Series 7, Series 66, Life/Health/LTC). Preferred CFP certification and Bachelor's degree are noted as qualifications. The role involves guiding clients through investment strategies, staying informed on financial markets, and providing holistic financial coaching beyond investments.
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 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
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