Private Wealth Advisor

JPMorganChase; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will deliver tailored investment solutions, leveraging a broad product platform and partner referrals to deepen client relationships. In this role, you will guide clients through markets with integrity while educating them on digital tools to monitor and manage investments.

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 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Provide holistic financial planning and investment advice to individuals and families.
• Offer advised solutions and Chase referrals to deepen client relationships.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold high integrity and fiduciary standards in client interactions.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Financial Advisor experience

Client acquisition

Relationship management

Goals-based planning

Regulatory licenses management

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will deliver tailored investment solutions, leveraging a broad product platform and partner referrals to deepen client relationships. In this role, you will guide clients through markets with integrity while educating them on digital tools to monitor and manage investments.