Top 107 Client advisor Jobs in Asheville, Nc

J.P. Morgan Wealth Management - Private Client Advisor - South Asheville, NC
JPMorganChase —Asheville, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
11d
Tax & Estate Planning Attorney
Orion Placement —Asheville, NC
- $100,000 - $175,000 a year
- Full-time
- CPA
- Mid-level
- Business development
- Relocation assistance
- Dental insurance
Quick Apply
Tax & Estate Planning Attorney
Orion Placement —Candler, NC
- $100,000 - $175,000 a year
- Full-time
- CPA
- Mid-level
- Business development
- Relocation assistance
- Dental insurance
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RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —North Carolina
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Licensed Administrative Assistant/ Practice Manager
Cambridge Investment Research —Asheville, NC
- $64,800 - $78,600 a year
- Full-time
- Background check
- Basic math
- Mid-level
- Profit sharing
- Paid holidays
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Wealth Management Trainee (NC)
Bankers Life —Asheville, NC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Accelerated Path to Manager
New York Life Insurance Company & NYLIFE Securities, LLC. —Asheville, NC
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Recruiting
- Business
- Paid training
- Health savings account
Quick Apply
4d
Client Services and Operations Specialist
Grayling Associates —Asheville, NC
- From $50,000 a year
- 8 hour shift
- CRM software
- Background check
- Sales
- Health insurance
- Dental insurance
Quick Apply
Locum Nurse Practitioner (NP) - Surgery - Neurosurgery in North Carolina
LocumJobsOnline —North Carolina
- Full-time
- Surgery
- BLS Certification
- Inpatient
12d
Locum Physician (MD/DO) - Anesthesiology - General/Other in North Carolina
LocumJobsOnline —North Carolina
- Full-time
- Medicine
- Outpatient experience
- Clinic
Locum Physician (MD/DO) - Obstetrics and Gynecology in North Carolina
LocumJobsOnline —North Carolina
- Full-time
- Medicine
- Adults
- Ob/Gyn
2h
Regional Director
FirstService Residential —Asheville, NC
- $120,000 a year
- Extended hours
- Hospitality
- Microsoft Outlook
- 5 years
- Paid holidays
- Health insurance
Quick Apply
Sales Executive - HR Solutions
Paychex —Asheville, NC
- $55,000 - $140,000 a year
- Full-time
- Remote
- 3 years
- Conflict management
- Senior level
- Paid holidays
- Health insurance
Regional Human Resources Manager – State Veterans Homes
STG International, Inc. —Asheville, NC
- Skilled nursing facility
- OSHA
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Safety Advisor
Homeward Bound of Western North Carolina —Asheville, NC
- From $23.15 an hour
- Part-time
- Residential
- Front desk
- Ability to lift 25 pounds
Vetco Clinic Advisor
Petco —Asheville, NC
- Part-time
- Mid-level
- In-person
- Health insurance
- 401(k)
SSVF Homeless Prevention Case Manager
Homeward Bound of Western North Carolina —Asheville, NC
- $24.15 an hour
- 8 hour shift
- Addiction Medicine
- Urgent Care
- Mid-level
- Paid holidays
- Disability insurance
5d
Administrative Assistant
Northwestern Mutual Asheville —Asheville, NC
- $31,000 - $37,000 a year
- Part-time
- Background check
- Customer service
- Office
- 401(k)
- Paid time off
Quick Apply
14d
Sales Specialist
SUNSHINE CHEVROLET LLC —Arden, NC
- $65,000 - $130,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Paid training
- Health insurance
Quick Apply
Relationship Banker
FB Financial —Asheville, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply

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

JPMorganChase -
Asheville, NC

Apply Now

Job Details

Full-time
11 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Financial sales
Customer relationship building
Series 7
Client base expansion
Investment client management
Customer relationship management
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Customer acquisition

Full Job Description

JOB DESCRIPTION

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.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Apply Now

Refine Your Search

client advisor jobs in asheville, nc

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

Tax & Estate Planning Attorney

Tax & Estate Planning Attorney

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Licensed Administrative Assistant/ Practice Manager

Wealth Management Trainee (NC)

Accelerated Path to Manager

Client Services and Operations Specialist

Locum Nurse Practitioner (NP) - Surgery - Neurosurgery in North Carolina

Locum Physician (MD/DO) - Anesthesiology - General/Other in North Carolina

Locum Physician (MD/DO) - Obstetrics and Gynecology in North Carolina

Regional Director

Sales Executive - HR Solutions

Regional Human Resources Manager – State Veterans Homes

Safety Advisor

Vetco Clinic Advisor

SSVF Homeless Prevention Case Manager

Administrative Assistant

Sales Specialist

Relationship Banker

I want to receive the latest job alert for client advisor in asheville, nc

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