Private Wealth Advisor – Holistic Planning & Digital Tools

JPMorgan Chase & Co.; Fuquay-Varina (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in North Carolina is seeking a Private Client Advisor for Chase Wealth Management.

You will offer comprehensive financial planning and investment advice to individuals and families, building a book of business and delivering personalized solutions to meet clients' financial goals. You will rely on your client relationships, market knowledge, and adherence to regulatory requirements, including Series 7 and 66 licenses, to provide an exceptional investor experience and digital

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in client acquisition, cultivating client relationships, and partnering with key stakeholders.
• Commitment to goals-based planning and advice; active licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with strong relationship skills.
• Demonstrate understanding of financial markets and sound business judgment.
• Provide financial coaching beyond investments and promote digital tools for clients.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Financial Advisor experience

Education

Bachelor's degree

Job description

J.P. Morgan Chase in North Carolina is seeking a Private Client Advisor for Chase Wealth Management.

You will offer comprehensive financial planning and investment advice to individuals and families, building a book of business and delivering personalized solutions to meet clients' financial goals. You will rely on your client relationships, market knowledge, and adherence to regulatory requirements, including Series 7 and 66 licenses, to provide an exceptional investor experience and digital