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Client advisor Jobs in Raleigh, NC

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Client advisor • raleigh nc

Last updated: 4 days ago

J.P. Morgan Wealth Management Private Client Advisor - Raleigh, NC

ChaseRaleigh, NC, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Client Specialist

Highstreet Insurance and Financial ServicesRaleigh, NC, US
Full-time
Quick Apply

Were looking for a dependable, detail-oriented Client Specialist to support our insurance team with routine, day-to-day service tasks.This is an hourly, non-exempt role designed for someone who thr... Show more

Service Advisor

The Auto Club GroupCary, NC, United States
$50,000.00 yearly
Full-time

Join The Team Committed To Driving Your Career Forward.It's a great time to join AAA The Auto Club Group!.AAA Car Care is seeking a motivated and customer-oriented Automotive Service Advisor to joi... Show more

Benefits Advisor

PNC Bank NAOne PNC Plaza
$65,000.00 yearly
Full-time +1

Develops and administers employee benefits programs, policies, and procedures and ensures compliance with related regulations.Provides leadership in the planning, design, and implementation of bene... Show more

Client Sales Advisor

Stratford DavisRaleigh, NC, us
$18.00–$25.00 hourly
Full-time

Stratford Davis is actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career.This opportunity allows you to work ... Show more

Financial Advisor

Cornerstone Advisor GroupRaleigh, NC, US
$50,000.00 yearly
Full-time

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks.The ideal candidate will be eager to learn the financial services ropes needed ... Show more

Block Advisor Tax Advisor

H&R BlockCary, NC, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more

Financial Advisor

Northwestern MutualRaleigh, NC, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Service Advisor

Thompson Buick GMC CadillacRaleigh, NC, United States
Full-time

Every employee with Thompson Buick GMC Cadillac is absolutely critical to its success.Thompson Buick GMC Cadillac has been in business since 1956.Our rapid growth and fast-paced environment make th... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyRaleigh, NC, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Client Advisor

KelacaRaleigh, NC, United States
Full-time +1

At Kelaca, we're on a mission to redefine the recruiting experience because, frankly, the industry needs it.Too many recruiters treat candidates and clients like transactions.We believe relationshi... Show more

Beauty Advisor

Ulta BeautyCary, NC, United States
Full-time

Job Opportunity At Ulta Beauty.Experience a place of energy, passion, and excitement.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiencesfor true... Show more

Wealth Advisor

ImpactSearch PartnersRaleigh, NC, United States
Full-time

Wealth Advisor/h2pWe are seeking an experienced and results-driven Wealth Advisor to join our team.As a key player in our organization, you will be responsible for providing exceptional wealth mana... Show more

J.P. Morgan Wealth Management Private Client Advisor - Raleigh, NC

JPMorgan ChaseRaleigh, NC, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Wealth Advisor

Wisepath Financial GroupRaleigh, NC, United States
Full-time

Build the Practice You've Always Wanted.Most experienced advisors don't leave because they stop believing in the profession.They leave because they outgrow the limitations around them.They become f... Show more

Financial Advisor

Edward JonesCary, NC, United States
$45,000.00 yearly
Full-time

Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the... Show more

Talent Advisor

LiteraRaleigh, NC, United States
Full-time

Join The Legal Tech Revolution At Litera.Are you ready to shape the future of how law is practiced? At Litera, we're on a mission to Raise The Bar for the legal profession by delivering transformat... Show more

Advisor - Fenton

Warby ParkerCary, US
Full-time +1

Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers.At other brands, you might see similar roles called Sa... Show more

Wealth Advisor

Career Headhunter LLCRaleigh, NC, US
Full-time
Quick Apply

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career.Most experienced advisors don't leave because they stop believing in the profession.They leave... Show more

Tax Advisor

Cerity PartnersRaleigh, NC, United States
Full-time

Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services team.In this senior-level role, you will serve as a trusted advisor to a de... Show more

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The cities near Raleigh, NC that boast the highest number of client advisor jobs are:
J.P. Morgan Wealth Management Private Client Advisor - Raleigh, NC

J.P. Morgan Wealth Management Private Client Advisor - Raleigh, NC

ChaseRaleigh, NC, United States
5 days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment and insurance products are: NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES, SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.