Private Wealth Advisor Jobs
Private Wealth Advisor jobs are open across wealth management firms, private banks, family offices, and insurance companies, at every level from associate to senior managing director, with specializations in portfolio management, estate planning, and retirement income strategies. See the openings below and apply to the ones that match your experience.
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Showing 5 of 375+ Private Wealth Advisor jobs
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 375+ Private Wealth Advisor Jobs
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Find Private Wealth Advisor JobsPrivate Wealth Advisor Job Market
Who's Hiring
- JPMorganChase289
- U.S. Bank15
- Goldman Sachs10
- Regions Bank9
- Regions Financial8
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in private wealth advisor jobs.
- Active Series 65, Series 7, or Series 66 license in good standing
- FINRA registration and clean U4 with no reportable disclosures
- CFP, CFA, or CPWA designation or progress toward one
- Minimum of three to five years of direct client-facing wealth management experience
- Demonstrated book of business or ability to develop high-net-worth client relationships
- Proficiency with portfolio management and CRM platforms used in advisory practices
Tips for Your Private Wealth Advisor Job Search
Tailor your resume to AUM metrics
Hiring managers for private wealth advisor roles want to see assets under management figures, client retention rates, and net new assets gathered. Pull those numbers from your current role and place them in your resume's bullet points, not buried in a summary.
Target openings by client minimum
Private wealth roles vary widely by the firm's client minimum, from high-net-worth to ultra-high-net-worth books. Filter openings by the asset tier you have experience serving so you're not applying to roles where your existing client relationships won't transfer.
Lead with your Series 65 or CFP status
Many private wealth advisor postings screen out candidates without a Series 65, Series 7, or CFP designation before a recruiter ever reads the resume. Put your active licenses and designations in your resume header, not in a separate certifications section at the bottom.
Apply early to roles that fit
Migrate Mate lists private wealth 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 compliant book transfer narrative
Interviewers at competing firms will ask how much of your current book you can realistically move and what your non-solicit obligations look like. Have a clear, honest answer ready that addresses your contract constraints without overpromising a client transition number.
Negotiate your transition package before accepting
Most wirehouse and regional bank offers include a forgivable loan tied to production benchmarks. Before you sign, confirm the payout schedule, clawback terms, and what triggers early repayment so you're not surprised if the role ends in the first two years.
Private Wealth Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most private wealth advisors?
The most active employers for private wealth advisors right now are JPMorganChase, U.S. Bank, and Goldman Sachs, and the most openings are in California, Texas, and Illinois, based on current listings on Migrate Mate as of November 2026. Demand tends to be strongest at wirehouses, regional banks with private banking divisions, and independent registered investment advisors expanding their teams.
How many private wealth advisor jobs are remote?
About 43% of private wealth advisor openings are fully remote or hybrid as of November 2026, though fully remote roles remain less common given the relationship-driven nature of the position. Planning-focused or service advisor roles that support existing client relationships tend to offer more location flexibility than roles that require active prospecting or new client development.
How do you become a private wealth advisor?
Start by obtaining a bachelor's degree in finance, economics, or a related field, then pass the Series 65 or Series 7 and 66 exams to become licensed. Build your client base and financial planning skills in a junior or associate advisor role, and pursue a CFP or CFA designation to qualify for senior positions at private banks or independent advisory firms.
Can you get a private wealth advisor job with little or no experience?
Some firms hire candidates into associate or junior advisor roles who have passed their licensing exams but have no direct client management experience, particularly at wirehouses with formal training programs. Highlighting experience in financial analysis, banking, insurance, or relationship management from adjacent roles helps close the gap, as does obtaining your CFP marks early in the process.
What does the private wealth advisor interview process look like?
The process typically starts with a phone screen covering your licensing status and book of business, followed by a behavioral interview focused on how you've handled client retention, prospecting, and financial planning scenarios. Finalists often complete a case study or investment proposal exercise and meet with branch or regional leadership before an offer is extended.
Where can I find and apply to private wealth advisor jobs?
You can find and apply to private wealth advisor jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level, specialization, and preferred location, then apply directly to each listing that fits.
See All 375+ Private Wealth Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Private Wealth Advisor Jobs