JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Prince Frederick, California, Waldorf, Maryland
$48K
Prince Frederick, MD +2 · Full-time · Posted Oct 21, 2026
- Location
- Prince Frederick, MD
California, MD
Waldorf, 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 offering personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and education about digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and demonstrating integrity and sound business judgment.
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.
- Valid and active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses must be active or obtained 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 (Prince Frederick, MD); USD $47,520.00-$47,520.00 base salary (California, MD); USD $47,520.00-$47,520.00 base salary (Waldorf, MD)
Model-written summary · the original posting is authoritative