JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - High Point, NC
High Point, NC · Full-time · Posted Oct 16, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, builds client relationships and a book of business, and connects clients with advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and goals-based advice, including education on investment technology and digital banking channels.
- Support teammates and bank goals while demonstrating sound judgment and integrity in serving clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integrating with key partners.
- Valid and active Series 7 license.
- 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.
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