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Private Wealth Advisor — Holistic Planning
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-01-02
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company in Raleigh, NC is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. This role involves building client relationships and providing a holistic view of clients' financial needs. Ideal candidates will have at least 2 years in a Financial Advisor position and hold required licenses, including Series 7 and 66.
Competitive compensation and benefits available including health care, retirement savings, and more.
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