JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Raleigh, NC
Raleigh, 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 personalized investment advice to individuals and families, building client relationships and helping clients use digital banking and investment tools.
What you'll do
- Build a book of business, acquire and maintain client relationships, and deliver personalized investment solutions.
- Provide holistic financial coaching and goals-based planning, including education about available technology and channels.
- Support teammates and bank goals while delivering an exceptional client experience with integrity.
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 partnering with key stakeholders.
- 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 required, or to be obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative