Private Client Advisor Jobs
Private Client Advisor jobs are open across wealth management, private banking, insurance, and brokerage firms, from entry-level associate to senior and director levels, with specializations in high-net-worth planning, investment advisory, and trust services. Find a role that fits from the openings below and apply directly.
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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 your clients 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 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 • 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.
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
Our 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 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 your clients 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 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 • 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.
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
Our 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.
Private Client Advisor Jobs by Experience Level
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Find Private Client Advisor JobsPrivate Client Advisor Job Market
Who's Hiring
- JPMorganChase623
- KeyBank39
- Marsh McLennan Agency13
- Bank of America10
- Trucordia9
Top Industries Hiring
- Banking & Financial Services337
- Fintech296
- Investment & Asset Management296
- Insurance6
- Consulting & Professional Services6
What Employers Look For
The qualifications that appear most often in private client advisor jobs.
- FINRA Series 7 and Series 66 or Series 65 licenses required
- Minimum three to five years of experience managing high-net-worth client relationships
- Bachelor's degree in finance, business, or a related field
- CFP, CFA, or CIMA designation preferred or required at senior levels
- Demonstrated ability to prospect, onboard, and retain affluent clients
- Proficiency with CRM platforms such as Salesforce or Redtail
Tips for Your Private Client Advisor Job Search
Quantify your book of business
Hiring managers want to see assets under management, client retention rates, and revenue generated. Pull those numbers from your performance reviews and lead with them in your resume summary rather than burying them in bullet points.
Highlight your Series licenses upfront
Your Series 7, Series 65, or Series 66 licenses belong in a dedicated credentials section near the top of your resume. Recruiters scan for license status before reading anything else on a private client advisor application.
Target firms by client segment fit
Ultra-high-net-worth roles at family offices differ sharply from mass-affluent positions at retail banks. Read each job description for the minimum investable asset threshold and make sure your stated client experience matches that segment specifically.
Apply early to roles that fit
Migrate Mate lists private client advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario for interviews
Interviewers frequently present a hypothetical client with competing goals, liquidity needs, and tax concerns. Practice talking through your discovery process, the products you'd consider, and how you'd explain your recommendation in plain language.
Negotiate on comp structure, not just base
Private client advisor offers often include a draw, grid payout, or bonus tied to AUM milestones. Ask for the full compensation model in writing before accepting and compare the realistic first-year total, not the headline base salary.
Private Client Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most private client advisors?
The companies hiring the most private client advisors right now include JPMorganChase, KeyBank, and Marsh McLennan Agency, with the largest share of openings in California, New York, and Illinois, based on current listings on Migrate Mate as of August 2026. Large regional banks and independent broker-dealers tend to post the most consistent volume throughout the year.
How many private client advisor jobs are remote?
About 11% of private client advisor openings are fully remote or hybrid as of August 2026, though most roles still expect some in-person client contact. Planning and financial analysis work tends to be the most remote-friendly, while relationship-building and prospect meetings are almost always conducted in person.
How do you become a private client advisor?
Start by earning a bachelor's degree in finance, economics, or business, then pass the FINRA Series 7 and either the Series 65 or Series 66 exams to become licensed. Build client-facing experience at a bank, brokerage, or insurance firm, then pursue a CFP or CFA designation to move into high-net-worth roles. Most senior positions require several years of managing real client relationships and a demonstrable book of business.
Can you get hired as a private client advisor with little experience?
Yes, many firms hire candidates into associate or junior advisor roles specifically to develop them. Entry-level candidates with completed licenses, a finance degree, and any client service background in banking or retail brokerage are competitive. Some firms run structured development programs that pair you with a senior advisor while you build your own client pipeline over two to three years.
What does the private client advisor interview process look like?
The process typically starts with a phone screen focused on your licensing status and client experience, followed by one or two rounds with a branch manager or regional director. Expect a behavioral interview covering how you handle client objections and investment conversations, often ending with a case study or mock discovery call. Background checks and a review of your FINRA CRD record are standard before any offer.
Where can I find and apply to private client advisor jobs?
You can find and apply to private client advisor jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience, licensing, and preferred client segment, then apply directly to each listing.
See All 711+ Private Client Advisor Jobs
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