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 relationships and delivers personalized investment solutions to individuals and families, leveraging leadership, relationship-building, and digital tools to enhance the client experience. Responsibilities include growing a book of business, providing holistic financial planning and coaching beyond investments, staying informed on financial markets, and collaborating with partners. Key qualifications include 2+ years in financial advisory, strong client acquisition and relationship-management skills, and active Series 7 and Series 66 licenses (or to obtain within 60 days), plus Life, Health and Long Term Care licenses (or to obtain within 60 days). Preferred CFP certification and Bachelor’s degree. Investment products are offered through JPMS and related entities; roles emphasize integrity, compliance, and delivering tailored investment solutions.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
Desired Qualifications
- Certified Financial Planner (CFP) preferred
- Bachelor’s degree preferred
- Series 7
- Series 66 (63/65) license
- Life, Health and Long Term Care Insurance license
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