Private Client Advisor: Wealth Planning & Digital Solutions

Next Frontier Capital; Fuquay-Varina (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning, advise clients, and build lasting relationships.

You will deliver tailored investment solutions, collaborate with partners, and help clients navigate markets with integrity and digital tools. The role emphasizes a broad client base, from new savers to high-net-worth families, and active collaboration with the bank’s expertise to deepen client relationships and expand

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven ability to acquire and retain clients and work with partners
• Commitment to goals-based planning and advice
• Licensed to 7, 66 and Life/Health/LTC or must be obtained within 60 days of start
• CFP certification preferred and bachelor’s degree preferred

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building
• Provide comprehensive financial planning and advice to individuals and families
• Demonstrate deep knowledge of financial markets and sound business judgment
• Act with integrity and client-first mindset in all interactions
• Educate clients on digital tools and channels to monitor and manage investments
• Offer holistic financial coaching beyond investments
• Embrace digital innovations to enable clients to bank how, when, and where they want

Skills

Client relations

Business development

Financial planning advice

Markets knowledge

Communication

Education

Series 7 License

Series 66 License

Life/Health/LTC Insurance License

CFP certification preferred

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning, advise clients, and build lasting relationships.

You will deliver tailored investment solutions, collaborate with partners, and help clients navigate markets with integrity and digital tools. The role emphasizes a broad client base, from new savers to high-net-worth families, and active collaboration with the bank’s expertise to deepen client relationships and expand