Private Client Wealth Advisor | Relationship & Planning

JPMorganChase; Asheville (NC); On-site; USD 85,000 - 125,000; Full time

Job summary

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

You will build trusted relationships and offer advised solutions that align with clients’ goals, while leveraging the firm’s platform and technology. You will work to ensure a high‑quality investor experience, partnering with colleagues and specialists to deepen client relationships and deliver holistic wealth management

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.
• Active Series 7 license; Series 66 (or 63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship‑building skills, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and commitment to doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank how they want, when they want.

Skills

Client acquisition

Relationship management

Goals-based planning and advice

Series 7 license

Series 66 license

Life/Health/LTC license

Licensing compliance

Education

Bachelor's degree preferred

Job description

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

You will build trusted relationships and offer advised solutions that align with clients’ goals, while leveraging the firm’s platform and technology. You will work to ensure a high‑quality investor experience, partnering with colleagues and specialists to deepen client relationships and deliver holistic wealth management