JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Chesterfield, VA
Chesterfield, VA · Full-time · Posted Jun 23, 2026
- 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 offering advised solutions and partner referrals.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management.
- Coach clients on their broader financial needs and educate them about digital tools and channels for managing investments.
- Support teammates and bank goals while delivering client service with integrity and fostering a diverse culture.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and working with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and 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.
Model-written summary · the original posting is authoritative