Wealth Client Advisor: Holistic Planning & Relationships

JPMorgan Chase & Co.; Raleigh (NC); On-site; USD 80,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Raleigh, NC. You will offer comprehensive financial planning and investment advice to individuals and families, building relationships and delivering tailored solutions.

You will rely on leadership and partnerships to grow your book, while maintaining the highest standards of integrity and client service. This role emphasizes education on digital tools and a holistic approach to client needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship building.
• Strong commitment to goals-based planning and advice.
• Active Series 7 license required; Series 66 required or to be obtained within 60 days.
• Life, Health and Long Term Care license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Offer holistic client needs assessments and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Raleigh, NC. You will offer comprehensive financial planning and investment advice to individuals and families, building relationships and delivering tailored solutions.

You will rely on leadership and partnerships to grow your book, while maintaining the highest standards of integrity and client service. This role emphasizes education on digital tools and a holistic approach to client needs.