Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Financial Advisor in Raleigh, NC. The successful candidate will build and manage client relationships, offering personalized investment solutions while embracing digital innovations to boost client confidence.

Successful applicants will have at least 2 years of financial advising experience, with required licenses. The role also includes extensive benefits, including comprehensive healthcare, retirement savings plans, and mental health support.

Qualifications

• Minimum 2 years of experience in a Financial Advisor role or similar.
• Valid Series 7 and 66 licenses required or must be obtained within 60 days.
• Life, Health and Long Term Care Insurance license required or must be obtained.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and financial monitoring.
• Maintain integrity by prioritizing client needs.

Skills

Client acquisition

Relationship management

Financial advising

Regulatory compliance

Goal-based planning

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Financial analysis software

Job description

JPMorgan Chase is seeking a Financial Advisor in Raleigh, NC. The successful candidate will build and manage client relationships, offering personalized investment solutions while embracing digital innovations to boost client confidence.

Successful applicants will have at least 2 years of financial advising experience, with required licenses. The role also includes extensive benefits, including comprehensive healthcare, retirement savings plans, and mental health support.