JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Farmington Ridge
Charlotte, NC · Full-time · Posted Aug 5, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning, investment advice, and financial coaching to individuals and families while building client relationships and a book of business.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial planning, advice, and coaching beyond investments; educate clients about available digital tools and channels.
- Support teammates and bank goals while delivering exceptional client service and fostering a culture of diversity.
What they ask for
- 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.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative