J.P. Morgan Wealth Management - Private Client Advisor - Washington, DC
JPMorganChase
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job Responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of the firm's clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required Qualifications, Capabilities, And Skills 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 A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred Qualifications, Capabilities, And Skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred Investment And Insurance Products Are NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader. #J-18808-Ljbffr JPMorganChase- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
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- J.P. Morgan Chase in Arlington, VA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families... ...tailored advice, and coordinate with Chase Wealth Management to meet clients' financial needs. The role...Private client
- J.P. Morgan Chase in Washington, DC seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You... ...will apply a client-focused approach to build and manage a book of business, offering advised solutions...Private client
- J.P. Morgan Chase in Bethesda, MD seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support to Private Client Advisors, and assist with wealth planning and referrals. The role emphasizes handling account openings...Private client
- Washington, District of Columbia, United States About... ...professionals and clients. As a participant,... ...About the division Wealth Management includes Private Wealth Management, Goldman... ...goals. Our advisor‑led wealth management... ...firm has to offer. #J-18808-Ljbffr Goldman...Full timeWork at office
- ...About the division Wealth Management includes Private Wealth Management, Goldman... ...Sachs helps empower clients and customers around... ...goals. Our advisor-led wealth management... ...Category Analyst Locations Washington, District of... ...offer.. Learn More #J-18808-Ljbffr Goldman...Full timeWork at office
- Goldman Sachs Private Wealth Management in Washington, DC seeks a Business Development Associate to support PWAs, analyze client portfolios, and help grow the book of business. You will... ...interest in advancing to Private Wealth Advisor. #J-18808-Ljbffr Goldman Sachs Group,...Private client
- JPMorgan Chase & Co. in Washington, DC, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to... ...deepen client engagement across digital and in-branch channels. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- UBS in Washington, DC is seeking a Senior Registered Client Associate to support a Private Wealth Management team serving UHNW families. The role emphasizes accuracy in client information... ...and professionalism in a fast-paced environment. #J-18808-Ljbffr UBSPrivate client
- Washington, DC, United States About the program Our... ...and clients. As a participant... ...division Asset & Wealth Management (AWM) offers students... ...Management includes Private Wealth Management... ...financial goals. Our advisor-led businesses provide... ...available. #J-18808-Ljbffr...Full timeApprenticeshipWork at office
- JPMorgan Chase in Washington, DC seeks a Private Client Banker in Branch Banking to manage the full banking relationship for affluent clients, providing tailored education... ...work flexible branch hours, including weekends and some evenings. #J-18808-Ljbffr JPMorganChasePrivate clientFlexible hoursAfternoon shift
$33.28k - $85k
Overview Registered Client Service... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...directed by local management ADMINISTRATIVE SUPPORT... ...Can Expect From Morgan Stanley At... ...your browser. For Washington DC: Salary range... ...Disability/Vet). #J-18808-Ljbffr...Private clientTemporary workWork at officeLocal area- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will build and manage a book of business, deliver tailored investment solutions, and deepen...Private client
- Private Wealth Management, Business Development Professional, Associate - Washington D.C Washington, DC, United States Job Description Wealth... ...helps empower clients and customers around... ...financial goals. Our advisor-led wealth... ...offer. Learn More #J-18808-Ljbffr Goldman...Full timeWork at office
- J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management. You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk...Private client
- ...Growth Leader aligned to the Washington, DC Metropolitan Area, you are... ...cross-market work with existing clients and diversifying the Jacobs... ...and client account managers assigned to your geography to... ...types and sizes with diverse private and public sector clients....Private clientTemporary workLocal area
$160k - $400k
Job ID: 30948Location: Washington, District of Columbia,... ...aligned to the Washington, DC Metropolitan Area, you... ...work with existing clients and diversifying the Jacobs... ...and client account managers assigned to your geography... ...and sizes with diverse private and public sector...Private clientFull timeTemporary workLocal areaRemote work$80k - $90k
Job Description: Merrill Wealth Management is a leading provider of... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...Transparency details US - DC - Washington - 1800 K St NW - 1800 K... ...communities we serve. #J-18808-Ljbffr National Black...Interim roleWork at officeLocal areaImmediate startShift workDay shift$53.68k
...trusted retail sales management companies in the... ...fastest growing privately-held companies in... ...our core values: P - We PURSUE EXCELLENCE... ...daily around Washington, DC, Northern Virginia... ...become a trusted advisor while increasing brand... ...company meetings #J-18808-Ljbffr...Full timeMonday to FridayWeekend workEarly shift$83.92k - $125.88k
...Posted: 2026-08-26Location: Washington, DC, United StatesSalary: $8... ...- $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (... ...Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client...Private clientFull timeWork at office- ...financial services company is seeking a Private Client Advisor in Washington, D.C. to provide comprehensive... ...investment advice to clients of varying wealth. The ideal candidate will have at least... ...embracing diversity and innovation. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
$128k - $177k
...Events & Stakeholder Engagement Washington, DC Job Title: Vice President,... ...stewardship, and board management. The Vice President will oversee... ...top-tier public engagements, private briefings, and donor summits.... ...Active Duty military spouses #J-18808-Ljbffr Blue Star Families...Full timeWork at officeLocal areaImmediate startRemote workRelocationFlexible hoursNight shiftWeekend work$100k - $225k
...Banking Relationship Manager - DC About Hingham Institution... ...in Boston, Nantucket, Washington, D.C. and the San... ...business development and client management for the Bank... ..., government, and private client banking relationships... ...DC Office) #J-18808-Ljbffr Hingham SavingsPrivate clientTemporary workWork at officeRemote work$90k - $110k
...advisory and asset management services. Job Description... ...Manager to join Private Client Division in our DC Region. This position... ...Branch Managers in Washington DC, Vienna, VA, Richmond... ...with Financial Advisors and other team members... ...bonus. #J-18808-Ljbffr Oppenheimer...Private clientWork at officeLocal area- Bank of America Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor in Washington, DC. You will work with high-net-worth clients to identify needs, craft financial plans... ...and investment partners. #J-18808-Ljbffr National Black...Traineeship
$116.25k - $159.64k
...firm, providing clients with a genuine coast... ...Tilly as a Tax Manager with our New York... ...opportunity to be a valued advisor delivering tax... ...your career in Private Wealth tax and... ...Uniondale, NY and Washington, DC: the pay range is... ...6,500 to $166,300 #J-18808-Ljbffr...Private clientWork at officeLocal areaWorldwide$85k - $110k
...Administrator - $85K-$110K - Washington, DC (A1471316DC-Perm) Washington,... ...000 - USD110000 per year Our client, a boutique law firm providing... ..., including payroll, managing the internal Finance team and... ...-accessible in the heart of DC! #J-18808-Ljbffr Beacon HillPermanent employmentWork at office
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