Private Client Advisor: Wealth Management & Digital Banking

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase Wealth Management platforms to meet client needs with integrity and service excellence.

You will build a client book, expand relationships, and coordinate with partners to offer advised solutions. Requirements: 2+ years as a financial advisor, active Series 7 and Series 66 (or within 60 days), Life/Health/LTC

Qualifications

• 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.
• A valid and active Series 7 and a valid Series 66 (63/65) license are 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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client relationship skills

Financial planning

Communication

Sales

Education

Series 7

Series 66

Life/Health/LTC licenses

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. in Charlotte is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase Wealth Management platforms to meet client needs with integrity and service excellence.

You will build a client book, expand relationships, and coordinate with partners to offer advised solutions. Requirements: 2+ years as a financial advisor, active Series 7 and Series 66 (or within 60 days), Life/Health/LTC