JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Norfolk, VA
Norfolk, 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 personalized solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about digital tools and provide financial coaching beyond investments.
- Support teammates and bank goals while fostering a culture of diversity and acting in clients’ best interests.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- 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.
Model-written summary · the original posting is authoritative