J.P. Morgan Wealth Management - Private Client Advisor - Greenville, SC
On-site · Greenville, South Carolina, United States
Job Summary
Private Client Advisor within Chase Wealth Management in Greenville, SC, responsible for delivering comprehensive financial planning and investment solutions to individuals and families, building a book of business, and fostering client relationships. The role emphasizes relationship management, understanding financial markets, and leveraging digital channels to enhance client experience, with a focus on advisory solutions, partner referrals, and holistic financial coaching beyond investments. The position requires licensing (Series 7, Series 66, and Life/Health/Long-Term Care) and a strong track record in client acquisition and goals-based planning, with preferred CFP certification and a bachelor's degree.
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 license
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Desired Qualifications
- Certified Financial Planning (CFP) certification is preferred
- Bachelor’s degree preferred
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