JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Edgewater and Gambrills, Maryland
$48K
Edgewater, MD +1 · Full-time · Posted Aug 19, 2026
- Location
- Edgewater, MD
Gambrills, 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 a book of business through personalized solutions and partner referrals.
What you'll do
- Build and maintain a book of business through relationship management and personalized investment solutions.
- Provide holistic financial coaching, goals-based advice, and education on investment technology and channels.
- Support teammates and bank goals while delivering client-focused service and embracing digital tools.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client 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
USD 47,520.00-$47,520.00 base salary (Edgewater, MD); USD 47,520.00-$47,520.00 base salary (Gambrills, MD)
Model-written summary · the original posting is authoritative