Private Client Advisor — Holistic Wealth & Digital Solutions
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-17
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase & Co. in Charlotte seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.
You will support clients across savings phases, deliver advised solutions, and leverage Chase referrals to deepen relationships. The role emphasizes relationship management, market insight, and fiduciary integrity, with a focus on educating clients about digital tools to monitor and manage investments,
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