Private Client Advisor Jobs in Virginia
Private Client Advisor jobs in Virginia are consistently in demand across wealth management, private banking, and financial planning, with openings at every level from associate advisor through senior relationship manager. Northern Virginia, Richmond, and McLean are the primary hiring hubs, anchored by major employers such as Capital One, Truist, and PNC Bank. The most sought-after specialties are high-net-worth portfolio management, estate planning coordination, and trust services. Find a role that fits 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 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
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 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
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.
See All 13 Private Client Advisor Jobs in Virginia
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Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Virginia
Where Virginia roles are concentrated, by current openings.
Private Client Advisor Job Market in Virginia
A snapshot from current Virginia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Virginia Employers Look For
The qualifications that appear most often in private client advisor jobs across Virginia.
- Active FINRA Series 7 and Series 66 licenses required or must be obtained within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client relationships
- CFP, CFA, or CIMA designation strongly preferred for senior advisory positions
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong written and verbal communication skills for client-facing presentations and reporting
Private Client Advisor Jobs in Virginia: Frequently Asked Questions
How do you become a private client advisor in Virginia?
To become a private client advisor in Virginia, you need to obtain FINRA Series 7 and Series 66 licenses, with the Series 66 serving as the combined investment adviser representative and securities agent registration required by the Virginia State Corporation Commission Bureau of Insurance and Securities. Most Virginia employers also expect a bachelor's degree in finance or a related field, and professional designations like the CFP strengthen candidacy considerably.
How much do private client advisors make in Virginia?
Private client advisors in Virginia earn a median of about $102,640 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,440 for the lowest 10% to over $420,980 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Virginia?
Employers hiring private client advisors in Virginia right now include JPMorganChase and Trucordia, based on current listings on Migrate Mate as of September 2026. Virginia's concentration of federal contractors, defense firms, and government employees creates strong local demand for advisors who specialize in deferred compensation, federal retirement benefits, and executive wealth planning.
Which Virginia cities have the most private client advisor jobs?
The Virginia cities with the most private client advisor openings are Norfolk, Richmond, and Mechanicsville. The distribution reflects the wealth concentration in Northern Virginia's technology and government contracting corridors, Richmond's role as a regional financial and corporate headquarters hub, and McLean's position as home to several major bank private wealth divisions and asset management offices.
Are there remote private client advisor jobs in Virginia?
Yes, but they are limited, since private client advising is fundamentally relationship-driven and most clients expect in-person access for high-stakes financial conversations. About 0% of private client advisor openings tied to Virginia are remote or hybrid as of September 2026, with remote arrangements most common in financial planning support, portfolio analysis, and back-office advisory roles rather than direct client-facing positions.
How can I get hired as a private client advisor in Virginia with little or no experience?
The most realistic entry path is through a financial advisor associate or client service associate role at a Virginia-based bank wealth division or regional brokerage, where firms such as Truist and PNC run structured new-advisor development programs. Earning your Series 7 and Series 66 licenses before applying gives you a measurable edge. Lateral moves from roles like personal banker, financial analyst, or relationship banking associate at Virginia community banks are common stepping stones into private client advisory positions.
Where can I find and apply to private client advisor jobs in Virginia?
You can find and apply to private client advisor jobs in Virginia on Migrate Mate, which lists current Virginia openings updated regularly. Find the roles that fit your background and apply directly to the employers posting them.
See All 13 Private Client Advisor Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
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