ZipRecruiter

Log In

1

Chase Wealth Management Financial Advisor Jobs (NOW HIRING)

Government Employees' Benefit Association (GEBA)

Be Seen First

Financial Advisor

Hanover, MD · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

GEBA Wealth Management FINANCIAL ADVISOR Location: On-Site Employment Type: Full-Time Reports To: Directors of Wealth Management About GEBA Wealth Management Founded in 1957, the Government Employees ...

New

Government Employees' Benefit Association (GEBA)

Be Seen First

Financial Advisor

Hanover, MD · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

GEBA Wealth Management FINANCIAL ADVISOR Location: On-Site Employment Type: Full-Time Reports To: Directors of Wealth Management About GEBA Wealth Management Founded in 1957, the Government Employees ...

New

Government Employees' Benefit Association (GEBA)

Be Seen First

Financial Advisor

Hanover, MD · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

GEBA Wealth Management FINANCIAL ADVISOR Location: On-Site Employment Type: Full-Time Reports To: Directors of Wealth Management About GEBA Wealth Management Founded in 1957, the Government Employees ...

New

next page

Showing results 1-20

All JobsChase Wealth Management Financial Advisor Jobs

Chase Wealth Management Financial Advisor information

See salary details

$69.5K

$133.2K

$210K

How much do chase wealth management financial advisor jobs pay per year?

As of Aug 13, 2026, the average yearly pay for chase wealth management financial advisor in the United States is $133,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,000.00 and $147,500.00 per year, depending on experience, location, and employer.

What is the difference between Chase Wealth Management Financial Advisor vs Financial Planner?

AspectChase Wealth Management Financial AdvisorFinancial Planner
CertificationsSeries 7, 66, or 63, CFP often preferredCFP, ChFC, or similar certifications
Work EnvironmentBank branches, financial offices, client meetingsIndependent or firm-based, client consultations
Employer & IndustryBanking/Financial services industry, Chase BankFinancial planning firms, independent practices
Primary FocusInvestment management, banking products, client portfoliosComprehensive financial planning, estate, retirement, taxes

Chase Wealth Management Financial Advisors primarily focus on investment management and banking products within the banking environment, often working for Chase Bank. Financial Planners provide broader financial planning services, including estate and tax planning, and may work independently or for specialized firms. Both roles require certifications like the CFP but differ in scope and work setting.

What are the key skills and qualifications needed to thrive as a Chase Wealth Management Financial Advisor?

To thrive as a Chase Wealth Management Financial Advisor, you need a solid foundation in financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree and relevant licenses such as Series 7 and 66. Familiarity with financial planning software, CRM systems, and digital portfolio management tools is essential. Strong interpersonal skills, trust-building, and the ability to communicate complex financial concepts clearly set top advisors apart. These competencies enable advisors to build lasting client relationships, provide tailored financial solutions, and ensure regulatory adherence in a competitive financial environment.

What does a Chase Wealth Management Financial Advisor do?

A Chase Wealth Management Financial Advisor helps clients develop strategies to meet their financial goals by providing investment advice, retirement planning, and portfolio management services. They work with individuals and families to understand their financial situation, risk tolerance, and long-term objectives. Advisors recommend suitable investment products, such as stocks, bonds, mutual funds, and insurance, and regularly review and adjust clients’ portfolios as needed. Additionally, they provide guidance on financial planning topics like estate planning, tax optimization, and education funding.

What are some common challenges faced by Chase Wealth Management Financial Advisors, and how can new hires effectively overcome them?

Chase Wealth Management Financial Advisors often face challenges such as building a client base, staying updated with complex financial products, and meeting performance targets. New hires can overcome these obstacles by leveraging the firm's robust training programs, seeking mentorship from experienced advisors, and proactively networking within and outside the bank. Collaborating closely with branch teams and maintaining strong client relationships are also essential strategies for success in this role.
More about Chase Wealth Management Financial Advisor jobs
What states have the most Chase Wealth Management Financial Advisor jobs? States with the most job openings for Chase Wealth Management Financial Advisor jobs include:
What job categories do people searching Chase Wealth Management Financial Advisor jobs look for? The top searched job categories for Chase Wealth Management Financial Advisor jobs are:
Chase Wealth Management Financial Advisor jobs near you
Infographic showing various Chase Wealth Management Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

Financial Advisor- Wealth Management

Center for Wealth Preservation

Woodbury, NY • On-site

$75K - $250K/yr

Full-time

Posted 13 days ago

Job description

Job Description
Financial Advisor- Wealth Management
Position Summary
Center for Wealth Preservation (CWP) is seeking 1-2 Junior Financial Advisors to join our growing wealth management team. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial planning, and client advisory services while working alongside experienced advisors and investment professionals.
The Junior Financial Advisor will be an integral member of an advisor team, supporting the investment and wealth management needs of clients while gaining hands-on experience in portfolio analysis, client relationships, financial planning, and practice development. This position provides the opportunity to learn from experienced professionals, develop technical investment skills, and grow into a successful full-service financial advisor.
Key Responsibilities
Investment & Wealth Management Support
  • Support senior advisors and investment professionals in delivering comprehensive wealth management solutions to clients.
  • Assist with investment research, portfolio reviews, market analysis, and preparation of client meeting materials.
  • Support the development and implementation of investment strategies aligned with client goals, risk tolerance, and financial objectives.
  • Monitor client portfolios and assist with account reviews, investment recommendations, and ongoing portfolio management.
  • Gain exposure to retirement planning, asset allocation, investment products, and long-term financial strategies.
Client Service & Relationship Management
  • Participate in client meetings alongside experienced advisors to understand client needs and deliver exceptional service.
  • Assist with client onboarding, account maintenance, and preparation of client documentation.
  • Build strong client relationships through proactive communication, responsiveness, and attention to detail.
  • Partner with internal teams to ensure a seamless client experience.
Team Collaboration & Professional Development
  • Work closely with advisors, Managing Directors, and investment professionals to support team objectives and client outcomes.
  • Participate in team meetings, coaching sessions, and professional development opportunities.
  • Learn best practices in investment management, financial planning, relationship building, and practice growth.
  • Develop the skills necessary to progress toward becoming a successful career advisor.
Business Growth & Advisor Development
  • Build foundational skills in networking, relationship management, and client acquisition strategies.
  • Learn how successful advisors grow sustainable practices through referrals, financial education, and exceptional client experiences.
  • Participate in firm initiatives focused on growth, retention, and client engagement.
  • Work toward obtaining required industry licenses and continuing education requirements.
Ideal Candidate Profile
CWP is seeking candidates who are early in their financial services career and are looking for an opportunity to grow within a collaborative advisor team environment.
Ideal candidates may include:
  • Early-career financial professionals with experience in wealth management, investments, insurance, banking, or related financial services.
  • Candidates with approximately 0-5 years of experience who are looking to continue developing their advisory career.
  • Local candidates interested in building their career within the Long Island financial services community.
  • Individuals who are analytical, relationship-focused, coachable, and motivated to grow professionally.
  • Professionals who enjoy working collaboratively and contributing to a team-based advisory practice.
Qualifications
  • Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred.
  • 0-5 years of experience in financial services, investments, insurance, client service, or a related field.
  • Strong interest in investment management, financial planning, and wealth management.
  • Excellent analytical, communication, and relationship-building skills.
  • Ability to work effectively in a team environment while taking ownership of responsibilities.
  • Strong attention to detail and ability to manage multiple priorities.
  • Entrepreneurial mindset with a desire to learn and grow within the financial services industry.
  • Commitment to obtaining required licenses and continuing professional development.
Career Growth Opportunity
CWP provides Junior Financial Advisors with the opportunity to learn from experienced advisors, develop investment expertise, and build the foundation for a successful career in wealth management. Through mentorship, coaching, and hands-on experience, this role offers a clear pathway toward becoming a full-service Financial Advisor.

Apply