J.P. Morgan Wealth Management - Private Client Advisor - Wendell, NC
On-site · Wendell, North Carolina, United States
Job Summary
Private Client Advisor in Chase Wealth Management focused on building relationships and delivering personalized investment solutions.Responsibilities include growing a book of business, leveraging leadership and relationship-building skills, educating clients on digital tools, and providing holistic financial coaching beyond investments. Required licenses include Series 7 and Series 66 (63/65) with timeline to obtain, plus Life/Health/Long Term Care Insurance license; CFP preferred and Bachelor's degree preferred. Emphasizes client-centric investment guidance, adherence to fiduciary standards, and collaboration with partners to deepen client relationships.
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 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
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