Private Client Advisor: Build Wealth & Relationships

JPMorgan Chase & Co.; Kernersville (NC); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and expert investment guidance to individuals and families. You will help clients build confident, diversified strategies and deepen relationships through trusted advice.

You will leverage digital tools to educate clients on monitoring and adjusting their investments, while collaborating with partners to deliver holistic financial solutions and exceptional service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses, or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care insurance licenses, or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred; Bachelor's degree is preferred.

Responsibilities

• Champion and support teammates’ success and diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain unwavering integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank where, when, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based financial planning

Financial markets understanding

Integrity and ethics

Digital literacy

Communication skills

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and expert investment guidance to individuals and families. You will help clients build confident, diversified strategies and deepen relationships through trusted advice.

You will leverage digital tools to educate clients on monitoring and adjusting their investments, while collaborating with partners to deliver holistic financial solutions and exceptional service.