Wealth Advisor: Private Client & Planning

JPMorgan Chase & Co.; High Point (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will provide comprehensive financial planning and investment advisory services to individuals and families, building trusted relationships and delivering tailored investment solutions. You will educate clients on digital channels, monitor portfolios, and collaborate with partners to deepen client engagement.

Qualifications

• Demonstrated success in acquiring and maintaining clients and working with partners.
• Commitment to goals-based financial planning and advice.
• Ability to discuss investments and financial concepts clearly with clients.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investor coaching to clients.
• Stay informed on financial markets and apply sound judgment.
• Operate with integrity and client-centric focus at all times.
• Educate clients on digital tools and channels for monitoring investments.
• Leverage Chase referrals to deepen client relationships.
• Champion teamwork and support for the bank’s goals.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will provide comprehensive financial planning and investment advisory services to individuals and families, building trusted relationships and delivering tailored investment solutions. You will educate clients on digital channels, monitor portfolios, and collaborate with partners to deepen client engagement.