Private Client Advisor: Wealth Plans & Digital Solutions

JPMorgan Chase & Co.; High Point (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement.

The role emphasizes goals-based planning, strong client acquisition skills, and maintaining the highest standards of integrity while leveraging Chase digital platforms to serve clients efficiently.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7; Series 66 (63/65) license is 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

• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of the firm’s clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationship management

Goals-based planning

Financial market understanding

Communication skills

Education

Bachelor's degree preferred

Tools

Series 7

Series 66

Life, Health and LTC license

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement.

The role emphasizes goals-based planning, strong client acquisition skills, and maintaining the highest standards of integrity while leveraging Chase digital platforms to serve clients efficiently.