Wealth Planning Advisor – Private Client
Job in
Fredericksburg, Stafford County, Virginia, 22403, USA
Listed on 2026-06-28
Listing for:
Leading Age Virginia
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Sales
Job Description & How to Apply Below
J.P. Morgan Chase is looking for a Private Client Advisor in Fredericksburg, Virginia. The role involves delivering personalized investment solutions and building strong client relationships through comprehensive financial planning.
Candidates should have at least 2 years of relevant experience and necessary financial licenses including Series 7 and Series 66. The position emphasizes teamwork, integrity, and adapting to digital advancements to enhance client experience.
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