J.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MD
About the role
J.P. Morgan Chase is dedicated to helping clients manage their financial needs, supporting their teams, and fostering a diverse and inclusive workplace. We leverage advanced investment products and digital technologies to offer tailored financial solutions to individuals and families.
Job Responsibilities
- Champion and support team members' success and foster a diverse culture
- Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to enhance clients' confidence in managing their investments
Required Qualifications, Capabilities, And Skills
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, relationship building, and integration with key partners
- Proven ability and commitment to goals-based planning and advice
- A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications, Capabilities, And Skills
- Certified Financial Planner (CFP®) certification
- Bachelor's degree preferred
Investment And Insurance Products Are NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT A NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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About Us
We are a leading financial services firm, serving nearly half of America's households and small businesses. Our mission is to create engaged, lifelong relationships and serve our customers at the heart of everything we do. We also support small businesses, nonprofits, and cities through various financial solutions.
Our Team
Our Consumer & Community Banking division offers a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are committed to providing top-notch customer satisfaction and are proud to lead the U.S. in credit card sales and deposit growth.