Private Wealth Advisor | Holistic Planning & Digital Tools

JPMorganChase; Fuquay-Varina (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

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

You will help clients meet their financial goals using a broad product and digital platform, while delivering an exceptional investor experience. The role emphasizes relationship-building, partnership with internal teams, and prudent guidance across a wide range of client needs, from savings to wealth management, with

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivation and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advice

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification preferred

Bachelor's degree preferred

Job description

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

You will help clients meet their financial goals using a broad product and digital platform, while delivering an exceptional investor experience. The role emphasizes relationship-building, partnership with internal teams, and prudent guidance across a wide range of client needs, from savings to wealth management, with