J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations)
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- J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) Manassas, VA, United States Job Information Job Identification 210654787 Job Category Advisors Business Unit Consumer & Community Banking Posting Date 08/07/2025, 11:34...Private clientFull time
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$83.92k - $125.88k
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- ...professionals and clients. As a... ...separate business / location combinations in... ...should not create multiple email addresses... ...About the division Wealth Management includes Private Wealth Management... ...financial goals. Our advisor‑led wealth... ...has to offer. #J-18808-Ljbffr Goldman...Full timeWork at office
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- ...financial services company is seeking a Private Client Advisor in Washington, D.C. to provide... ...investment advice to clients of varying wealth. The ideal candidate will have at least... ...journeys while embracing diversity and innovation. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- JPMorgan Chase in Washington, DC seeks a Private Client Banker in Branch Banking to manage the full banking relationship for affluent clients, providing tailored... ...ability to work flexible branch hours, including weekends and some evenings. #J-18808-Ljbffr JPMorganChasePrivate clientFlexible hoursAfternoon shift
- ...separate business / location combinations in... ...not create multiple email addresses... ...About the division Wealth Management includes Private Wealth Management... ...helps empower clients and customers around... ...goals. Our advisor-led wealth management... ..... Learn More #J-18808-Ljbffr...Full timeWork at office
$33.28k - $85k
Overview Registered Client Service Associate Registered... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...duties directed by local management ADMINISTRATIVE... ...You Can Expect From Morgan Stanley At Morgan Stanley... ...F/Disability/Vet). #J-18808-Ljbffr Morgan StanleyPrivate clientTemporary workWork at officeLocal area$105k - $150k
...Line: PPM Work Location Model: On-Site... ...with clients to solve the world... ...construction managers and other professionals... ...throughout Northern Virginia. The project... ...renovations across multiple buildings and... ...public- and private-sector clients... ...guidelines. #J-18808-Ljbffr...Private clientFor contractorsFor subcontractorWork at officeLocal areaWorldwideRelocationFlexible hours- J.P. Morgan in Northern Virginia is seeking a Private Client Advisor who will provide comprehensive financial planning and personalized investment solutions to individuals... ...financial needs and embrace technological innovations in investment management. #J-18808-Ljbffr AumniPrivate client
$250k
...Market Executive SAFE Act manages multiple teams of senior... ...team and the extended US Private Bank Management team.... ...strategies for different client segments.... ...Full time Primary Location: Washington District... ...Know Your Rights poster. #J-18808-Ljbffr...Private clientFull timeBank staffLocal area- ...Tax Manager - Private Client Services at Andersen Application... ...consider your location choice carefully—... ...colleague, and trusted advisor. We invest in... ...practice oversee multiple engagement teams... ...legislative changes, wealth‑transfer... ...required by law. #J-18808-Ljbffr...Private clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
$175k - $250k
...Alvarez & Marsal Private Equity Performance Improvement... ...Manufacturing (OPEN TO ALL U.S. LOCATIONS) About Alvarez & Marsal... ...-on approach to solving our clients' problems and assisting them... ...Experience in leading teams, managing multiple stakeholders, and driving results...Private clientFull timePart timeInterim roleFlexible hours$115k - $150k
...nurtured our client-first culture... ...independent investment management and strategic... ...Fiduciary & Private Client Tax... ...and external advisors to resolve... ...income tax, wealth transfer (... ...ability to manage multiple priorities.... ...or DC office location. Applicants... ...the firm. #J-18808-Ljbffr...Private clientTemporary workH1bWork at officeLocal areaWorldwide$120k - $185k
...Planner - Project Manager | Washington, DC |... ..., Williamsburg or Virginia Beach, VA VHB’s growing... ...with public and private clients at the federal,... ...independently and manage multiple priorities... ...responsibilities and geographic location. In addition, VHB... ...protected by law. #J-18808-Ljbffr VHBPrivate clientLocal areaFlexible hours- ...BCG Attorney Search is looking for a Private Wealth Associate in Washington, D.C. The ideal candidate... ...specializing in advising high-net-worth clients. This role involves drafting estate... ...offers a supportive culture with a clear path for advancement. #J-18808-Ljbffr...
$116.25k - $159.64k
...assurance firm, providing clients with a genuine... ...discuss the work location status with your... ...Tilly as a Tax Manager with our New York... ...opportunity to be a valued advisor delivering tax and... ...your career in Private Wealth tax and accounting... ...126,500 to $166,300 #J-18808-Ljbffr...Private clientWork at officeLocal areaWorldwide- JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and... ...and educate clients on digital tools to monitor and manage investments. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
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