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Wealth Advisor: Build Client Relationships & Solutions

Job in Cary, Wake County, North Carolina, 27518, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. in Cary, North Carolina is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The successful candidate will manage client relationships and deliver personalized investment solutions while fostering a culture of diversity and inclusion.

You will leverage your financial markets knowledge to offer a range of investment solutions, as well as educate clients on digital banking tools. Proven experience in client acquisition and an active Series 7 license are essential.

Preferred qualifications include Certified Financial Planning (CFP®) certification and a Bachelor’s degree. This is an opportunity to drive value for clients and enhance their wealth management experience.

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