Private Wealth Advisor | Client Growth & Digital

JPMorgan Chase; Fuquay-Varina (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will engage clients, build trusted relationships, and provide an exceptional investor experience across advice and referrals. This role requires relevant licenses (Series 7, Series 66 or equivalent), Life/Health/LTC licensing, and a commitment to ongoing professional development.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through strong relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank flexibly and securely.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Communication skills

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will engage clients, build trusted relationships, and provide an exceptional investor experience across advice and referrals. This role requires relevant licenses (Series 7, Series 66 or equivalent), Life/Health/LTC licensing, and a commitment to ongoing professional development.