Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; Cary (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Cary, North Carolina is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The successful candidate will manage client relationships and deliver personalized investment solutions while fostering a culture of diversity and inclusion.

You will leverage your financial markets knowledge to offer a range of investment solutions, as well as educate clients on digital banking tools. Proven experience in client acquisition and an active Series 7 license are essential.

Preferred qualifications include Certified Financial Planning (CFP®) certification and a Bachelor’s degree. This is an opportunity to drive value for clients and enhance their wealth management experience.

Qualifications

• Minimum 2 years as a Financial Advisor or equivalent experience.
• Experience in client acquisition and relationship management.
• Commitment to goals-based financial planning.

Responsibilities

• Build a book of business with personalized investment solutions.
• Foster a culture of diversity and support teammates’ success.
• Educate clients on available technologies for investment management.

Skills

Client acquisition

Financial planning

Relationship management

Understanding of financial markets

Integrity

Digital innovations

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. in Cary, North Carolina is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The successful candidate will manage client relationships and deliver personalized investment solutions while fostering a culture of diversity and inclusion.

You will leverage your financial markets knowledge to offer a range of investment solutions, as well as educate clients on digital banking tools. Proven experience in client acquisition and an active Series 7 license are essential.

Preferred qualifications include Certified Financial Planning (CFP®) certification and a Bachelor’s degree. This is an opportunity to drive value for clients and enhance their wealth management experience.