J.P. Morgan Wealth Management - Private Client Advisor - Oxon Hill, MD
On-site · Oxon Hill, Maryland, United States
Job Summary
Private Client Advisor within Chase Wealth Management focuses on building relationships and delivering personalized investment solutions and financial planning to individuals and families. You will develop a book of business, leverage leadership and partnership referrals, educate clients on digital tools and channels, and provide holistic financial coaching beyond investments while upholding integrity and superior service. The role emphasizes relationship-management, client acquisition, and collaboration with partners to meet clients' financial needs. Strong emphasis on understanding financial markets and applying goals-based planning, with licenses required to operate (Series 7, Series 66, and Life/Health/LTC). Preferred CFP and Bachelor's degree are noted.
Required Qualifications
- 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
- 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
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