Wealth Advisor: Build Lasting Client Relationships

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte, NC is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build lasting relationships and provide advised solutions through Chase partner referrals to deepen client engagement. In this role you will apply your knowledge of financial markets, maintain the highest standards of integrity, and educate clients on digital tools to monitor and manage their investments, while

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses (or must obtain within 60 days).
• Active Life, Health and Long Term Care Insurance license (or must obtain within 60 days).

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients with leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgment
• Exhibit unwavering integrity that prioritizes doing right by clients
• Educate clients on technology and channels to monitor, maintain, and handle investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank how they want

Skills

Client relationship skills

Goal-based planning

Investment knowledge

Integrity

Education

Bachelor's degree

Tools

Series 7

Series 66

Life, Health & LTC license

Job description

JPMorgan Chase & Co. in Charlotte, NC is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build lasting relationships and provide advised solutions through Chase partner referrals to deepen client engagement. In this role you will apply your knowledge of financial markets, maintain the highest standards of integrity, and educate clients on digital tools to monitor and manage their investments, while