Private Wealth Advisor

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

Job summary

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment advisory to individuals and families.

You will build deep client relationships, leverage partner referrals, and provide an exceptional investor experience across various channels. You will need strong client acquisition skills, goals-based planning, and active securities licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships with partners.
• Strong goals-based planning and advice approach.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and client-centric service at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital solutions to enable clients to bank how they want.

Skills

Financial advisor experience

Client acquisition

Relationship building

Regulatory licenses

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment advisory to individuals and families.

You will build deep client relationships, leverage partner referrals, and provide an exceptional investor experience across various channels. You will need strong client acquisition skills, goals-based planning, and active securities licenses.