Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Cary (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase in Cary, North Carolina is seeking a Financial Advisor to deliver personalized investment solutions while supporting a culture of diversity and client success. Ideal candidates will have a strong background in financial services and demonstrate skills in client acquisition and relationship management.

You will engage clients through digital innovations, ensuring they are confident in managing their investments. Candidates should hold valid FINRA licenses and preferably possess a CFP certification.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Active Series 7, Series 66, and relevant insurance licenses required.

Responsibilities

• Champion and support teammates' success in achieving bank goals.
• Build a book of business by delivering personalized investment solutions.
• Educate clients on technology and investment monitoring.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition and relationship management

Financial market knowledge

Goals-based planning

Digital client engagement

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorganChase in Cary, North Carolina is seeking a Financial Advisor to deliver personalized investment solutions while supporting a culture of diversity and client success. Ideal candidates will have a strong background in financial services and demonstrate skills in client acquisition and relationship management.

You will engage clients through digital innovations, ensuring they are confident in managing their investments. Candidates should hold valid FINRA licenses and preferably possess a CFP certification.