JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Mechanicsville, VA
Mechanicsville, VA · Full-time · Posted Aug 14, 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 solutions and partner referrals to meet their financial needs.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients on digital tools and provide financial coaching beyond investments.
- Support teammates and bank goals while fostering an inclusive culture and acting with integrity toward clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship development, and partnering with key colleagues.
- 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