J.P. Morgan Wealth Management – Private Client Advisor - Northern Virginia;

J.P. Morgan Wealth Management – Private Client Advisor - Northern Virginia (Multiple Locations)

Arlington, VA, United States

and
10
more

• Job Identification

• Job Category Advisors

• Business Unit Consumer & Community Banking

• Posting Date 09/01/2026, 05:32 PM

• Locations 1700 N Moore St Ste 100, Arlington, VA, 22209, US6367 Seven Corners Ctr, Falls Church, VA, 22044, US4651 King St, Alexandria, VA, 22302, US44764 Brimfield Dr, Ashburn, VA, 20147, US6615 Richmond Hwy, Alexandria, VA, 22306, US2495 Mandeville Ln, Alexandria, VA, 22314, US10670 Fairfax Blvd, Fairfax, VA, 22030, US2905 District Ave Ste 190, Fairfax, VA, 22031, US2936 Chain Bridge Rd, Oakton, VA, 22124, US43200 Broadlands Center Plz, Ashburn, VA, 20148, US19301 Promenade Dr, Leesburg, VA, 20176, US710 12th St S Unit 107, Arlington, VA, 22202, US10260 Bristow Center Dr, Bristow, VA, 20136, US7801 Sudley Rd, Manassas, VA, 20109, US4250 John Marr Dr, Annandale, VA, 22003, US5902 Old Centreville Rd, Centreville, VA, 20121, US

• Job Schedule Full time

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.

• 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

• 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

• Certified Financial Planning (CFP®) certification is preferred

• Bachelor’s degree preferred

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NO…