Private Client Wealth Advisor

JPMorgan Chase; Cary (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will build close client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement. The role requires at least 2 years in financial services, active Series 7 and Series 66 licenses (or within 60 days of start), and Life, Health, and LTC licenses (or within 60

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow clients and collaborate with partners.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 (63/65) or obtain within 60 days of starting.

Responsibilities

• Champion and support teammates' success and the bank's goals, promoting diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank where and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life, Health and LTC license

Education

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 and personalized investment guidance to individuals and families.

You will build close client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement. The role requires at least 2 years in financial services, active Series 7 and Series 66 licenses (or within 60 days of start), and Life, Health, and LTC licenses (or within 60