JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Buckhannon, WV
Buckhannon, WV · Full-time · Posted Sep 18, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning, investment advice, and financial coaching to individuals and families while building client relationships and a book of business.
What you'll do
- Deliver personalized investment solutions and goals-based financial advice, with a focus on relationship management rather than portfolio management.
- Build and maintain client relationships, acquire clients, and coordinate with key partners.
- Educate clients about digital tools and channels and provide financial coaching beyond investments.
What they ask for
- 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 (63/65) license, or obtain it within 60 days of starting.
- Valid and active Life, Health and Long Term Care Insurance license, or obtain it within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative