Private Client Wealth Advisor: Planning & Digital Solutions

JPMorgan Chase & Co.; Fuquay-Varina (NC); On-site; USD 85,000 - 115,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in North Carolina to deliver comprehensive financial planning and tailored investment solutions.

You will build a client book, deepen relationships, and coordinate with partners to provide an exceptional investor experience. The role requires strong relationship skills, goals-based planning expertise, and a deep understanding of financial markets.

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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• A valid and active 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
• Certified Financial Planning (CFP) certification is preferred
• Bachelor’s degree preferred

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with 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.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of 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 relationships

Partnership networking

Goals-based planning

Market understanding

Integrity

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in North Carolina to deliver comprehensive financial planning and tailored investment solutions.

You will build a client book, deepen relationships, and coordinate with partners to provide an exceptional investor experience. The role requires strong relationship skills, goals-based planning expertise, and a deep understanding of financial markets.