Private Client Advisor: Wealth Planning & Digital Access

JPMorgan Chase & Co.; Asheville (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Asheville, NC, seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build and manage a book of business, educate clients on digital tools, and collaborate with partners to deliver tailored investment solutions while upholding the highest standards of integrity.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven ability to acquire clients and build lasting relationships.
• Strong goals-based planning and advisory mindset.
• Must hold or obtain Series 7 within start.
• Must hold or obtain Series 66 within 60 days.
• Must hold or obtain Life, Health and LTC licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and digital channels for monitoring investments.
• Provide holistic view of clients' financial needs beyond investments.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC licenses

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Asheville, NC, seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build and manage a book of business, educate clients on digital tools, and collaborate with partners to deliver tailored investment solutions while upholding the highest standards of integrity.