J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)
On-site · Arlington, Virginia, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business, delivering personalized investment solutions, and educating clients on digital tools and channels. Role emphasizes relationship management, integrated planning, and collaborating with partners to meet clients' financial needs across a spectrum from early savers to high-net-worth individuals. Requires investment licensing (Series 7, Series 66) and insurance licensing; CFP and Bachelor's degree are preferred. Focus areas include investor education, digital adoption, and maintaining compliance while delivering an exceptional client experience.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Valid and active Series 7 license
- Valid and active Series 66 license (63/65) or must be obtained within 60 days
- Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days
- Demonstrated success in client acquisition and maintaining client relationships
- Bachelor's degree preferred (implied)
- CFP preferred (implied)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.