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Private Wealth Advisor: Holistic Planning & Client
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-06-17
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. in Raleigh, North Carolina is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building client relationships and delivering personalized investment solutions while demonstrating integrity and a deep understanding of financial markets.
The ideal candidate will have at least 2 years of experience as a Financial Advisor and must possess Series 7 and 66 licenses. A Bachelor’s degree and CFP® certification are preferred. Join us to empower clients to make informed financial decisions.
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