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

Location: Manassas, VA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our branch-based team in Northern Virginia, with opportunities in multiple locations including Manassas, VA. As a Private Client Advisor, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies and retirement planning to estate and philanthropic advisory services. This role is ideal for a client-focused professional passionate about building lasting relationships and driving meaningful financial outcomes in a dynamic, branch-oriented environment. Your primary focus will be on understanding client needs through in-depth consultations and crafting personalized plans that incorporate J.P. Morgan's suite of investment products, banking services, and advisory tools. You will collaborate with internal specialists to provide holistic advice, ensuring compliance with all regulatory standards while fostering trust and loyalty. In Northern Virginia's growing market, you will engage in proactive outreach, networking events, and community involvement to expand your client base and contribute to the firm's asset growth objectives. Success in this role requires a blend of financial acumen, interpersonal skills, and a commitment to J.P. Morgan's client-first philosophy. J.P. Morgan Wealth Management offers unparalleled support, including cutting-edge technology platforms, ongoing training, and a collaborative culture that empowers advisors to excel. If you are a licensed professional with a proven track record in financial services, eager to make an impact in affluent communities, this position provides the platform to advance your career while helping clients achieve their financial aspirations. Join us to be part of a legacy of excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients in branch locations across Northern Virginia, including Manassas
• Conduct needs-based assessments to recommend J.P. Morgan investment products, retirement planning, estate strategies, and banking services
• Collaborate with J.P. Morgan teams, including investment specialists and bankers, to deliver holistic financial solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in the local market
• Ensure all advisory activities comply with regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios, provide ongoing performance reviews, and adjust strategies to meet evolving financial goals
• Educate clients on market trends, risk management, and J.P. Morgan's digital tools for wealth tracking
• Contribute to branch goals by driving asset growth and client satisfaction metrics
• Participate in professional development to stay current with industry best practices and J.P. Morgan initiatives

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work in a branch-based setting in Northern Virginia locations such as Manassas
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals or family wealth management at a major financial institution
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Northern Virginia
• Previous success in meeting sales targets and growing assets under management

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance and risk assessment
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg)
• Time management and organizational skills
• Empathy and active listening for client needs
• Digital literacy with CRM systems like Salesforce
• Market trend analysis and economic forecasting
• Negotiation and advisory persuasion
• Team collaboration in a corporate environment
• Adaptability to client diversity and regional market dynamics

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible positions in Northern Virginia

JP Morgan Chase is an equal opportunity employer.