Private Client Advisor: Wealth Management & Digital Banking
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Financial Services
JPMorgan Chase & Co. in Charlotte is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase Wealth Management platforms to meet client needs with integrity and service excellence.
You will build a client book, expand relationships, and coordinate with partners to offer advised solutions. Requirements: 2+ years as a financial advisor, active Series 7 and Series 66 (or within 60 days), Life/Health/LTC
The Private Client Advisor:
Wealth Management & Digital Banking position in the Finance field is open for applications.
Learn more about the Private Client Advisor:
Wealth Management & Digital Banking role in the description above.
We appreciate your interest in this position.
Join JPMorgan Chase & Co. and contribute to our ongoing work.
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