J.P. Morgan Wealth Management – Private Client Advisor - Farmington Ridge
On-siteCharlotte, North Carolina, United States
Job Summary
Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. Provide a holistic view of clients' needs and financial coaching beyond investments, demonstrating a deep understanding of financial markets and sound business judgement. Champion teammates' success while fostering a culture of diversity, and exhibit unwavering integrity in all client interactions. Educate clients on available technology and channels to help them monitor and manage their investments effectively. This role offers comprehensive financial planning to individuals and families ranging from those just starting to save to those with significant wealth. You will offer advised solutions and partner referrals to deepen client relationships within Chase Wealth Management.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license
- A valid and active Life, Health and Long Term Care Insurance license
Desired Qualifications
- Certified Financial Planning (CFP®) certification
- Bachelor's degree
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