Private Client Wealth Advisor — Relationship & Planning

Next Frontier Capital; Cary (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan 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 help clients navigate market opportunities, design tailored solutions, and deepen client relationships through trusted, ongoing collaboration.

The role emphasizes integrity, service excellence, and the ability to educate clients on digital tools for monitoring and managing their wealth.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days.
• Active Life, Health and Long Term Care licenses or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advised solutions.
• Educate clients on digital tools to monitor and manage investments.
• Demonstrate integrity and dedication to client outcomes.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship-building

Goals-based planning

Strong financial acumen

Integrity and ethics

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/ LTC license

Job description

JPMorgan 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 help clients navigate market opportunities, design tailored solutions, and deepen client relationships through trusted, ongoing collaboration.

The role emphasizes integrity, service excellence, and the ability to educate clients on digital tools for monitoring and managing their wealth.