JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Bethesda and Gaithersburg, Maryland
$48K
Bethesda, MD +1 · Full-time · Posted Aug 21, 2026
- Location
- Bethesda, MD
Gaithersburg, MD - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized investment solutions.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while maintaining a strong focus on client interests.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating and maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$47,520.00-$47,520.00 USD base salary (Bethesda, MD); $47,520.00-$47,520.00 USD base salary (Gaithersburg, MD)
Model-written summary · the original posting is authoritative