Private Client Advisor Jobs in Maryland
Private Client Advisor jobs in Maryland are concentrated in the Baltimore metropolitan area, the Washington, D.C. suburbs of Montgomery and Prince George's Counties, and Annapolis, where wealth management demand runs deep across financial services, government contracting, and established family offices. Major employers with a sustained Maryland presence include T. Rowe Price, Legg Mason (now part of Franklin Templeton), and M&T Bank, all of which maintain active private client practices in the state. The most in-demand specialties are high-net-worth portfolio management, estate and trust advisory, and integrated financial planning for government and federal contractor households. Scan the live roles below and apply to whichever ones fit.
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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 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 • 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
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.
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 • 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
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.
See All 11 Private Client Advisor Jobs in Maryland
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Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Maryland
Where Maryland roles are concentrated, by current openings.
Private Client Advisor Job Market in Maryland
A snapshot from current Maryland openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Maryland Employers Look For
The qualifications that appear most often in private client advisor jobs across Maryland.
- Active FINRA Series 7 and Series 66 licenses, or willingness to obtain them
- Bachelor's degree in finance, economics, business, or a closely related field
- Minimum three to five years of experience in wealth management or financial advisory
- Demonstrated ability to build and manage a book of high-net-worth client relationships
- CFP, CFA, or CIMA designation preferred by most Maryland employers
- Proficiency with portfolio management platforms and CRM systems such as Salesforce
Private Client Advisor Jobs in Maryland: Frequently Asked Questions
How do you become a private client advisor in Maryland?
Most private client advisor roles in Maryland require passing the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) exams, both of which must be sponsored by a registered broker-dealer or investment adviser before you can sit for them. Maryland itself does not issue a separate state advisory license beyond FINRA registration, but investment advisers must register with the Maryland Securities Division. A bachelor's degree in finance or economics is the standard educational baseline, and the CFP designation significantly strengthens candidacy.
How much do private client advisors make in Maryland?
Private client advisors in Maryland earn a median of about $99,880 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $47,810 for the lowest 10% to over $378,060 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Maryland?
Maryland private client advisor roles are posted by JPMorganChase and Trucordia and others right now, based on current listings on Migrate Mate as of September 2026. Maryland's concentration of federal government employees, defense contractors, and institutional wealth in the Baltimore-Washington corridor means employers here place particular weight on advisors experienced with deferred compensation, federal retirement benefits, and concentrated equity positions.
Which Maryland cities have the most private client advisor jobs?
Catonsville, Bethesda, and Columbia account for the largest share of private client advisor openings in Maryland. Baltimore anchors the market as home to major asset managers and regional banks, while the D.C. suburb corridors of Bethesda, Rockville, and Columbia attract high-net-worth households tied to federal agencies and government contracting firms, generating consistent advisory demand even in communities outside the city core.
Are there remote private client advisor jobs in Maryland?
Yes, but they are limited, since private client advisory work is relationship-intensive and most employers expect regular in-person contact with high-net-worth clients. About 33% of private client advisor openings tied to Maryland are remote or hybrid as of September 2026, with fully remote arrangements more common for service-oriented or back-book support roles than for new client development positions.
How can I get hired as a private client advisor in Maryland with little or no experience?
The most realistic entry path is a client associate or financial advisor trainee role at a large wirehouse or regional bank in Baltimore or Bethesda, where firms like M&T Bank and the Maryland offices of national wirehouses run structured development programs for candidates without an existing book of business. Earning your Series 7 and Series 66 before applying, even on a self-study basis, signals seriousness. Lateral moves from banking relationship manager, trust officer, or insurance roles are common bridges into the advisory track at Maryland institutions.
Where can I find and apply to private client advisor jobs in Maryland?
You can find and apply to private client advisor jobs in Maryland on Migrate Mate, which lists current Maryland openings updated regularly. Search the roles on this page, identify the positions that match your experience and credentials, and apply directly to the ones that fit your background.
See All 11 Private Client Advisor Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
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