Wealth Advisor: Personal Investment & Planning

JPMorganChase; High Point (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build deep client relationships, provide advised solutions, and connect clients with Chase referrals to expand their financial journeys. Role emphasizes goals-based planning, market knowledge, integrity, and a strong client-centric approach within a leading wealth management team.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required, Series 66 (63/65) required or to be obtained within 60 days.
• Active Life, Health and Long Term Care license required or to be obtained 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 with a focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and do right by clients at every opportunity
• 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 innovations to help clients be digitally confident and bank how they want

Skills

Client relationship management

Financial advisory

Business development

Relationship-building

Regulatory knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build deep client relationships, provide advised solutions, and connect clients with Chase referrals to expand their financial journeys. Role emphasizes goals-based planning, market knowledge, integrity, and a strong client-centric approach within a leading wealth management team.