Client Advisor Jobs in North Carolina
Client Advisor jobs in North Carolina are concentrated in Charlotte, Raleigh, and Greensboro, where financial services, wealth management, and private banking have grown into major employment drivers. Wells Fargo, Bank of America, and LPL Financial each maintain substantial North Carolina operations and hire client advisors across specialties including investment advisory, retail banking, and insurance-linked wealth planning. Openings range from associate-level roles aimed at recent graduates to senior advisor positions managing complex portfolios. Scan the live roles below and apply to whichever ones fit.
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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.
- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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.
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.
See All 22 Client Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Client Advisor Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
- JPMorganChase10

- Hendrick Automotive3

- Bank of America2

- Truist1

- Louis Vuitton1

Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
- Automotive
What North Carolina Employers Look For
The qualifications that appear most often in client advisor jobs across North Carolina.
- Active FINRA Series 7 and Series 66 licenses or willingness to obtain sponsorship
- Bachelor's degree in finance, business, economics, or a closely related field
- Experience managing client relationships in a financial services or banking environment
- Proficiency with CRM platforms and financial planning or portfolio management software
- Strong verbal communication skills for presenting recommendations to individual and institutional clients
- Demonstrated ability to meet or exceed sales and client retention targets consistently
Client Advisor Jobs in North Carolina: Frequently Asked Questions
How do you become a client advisor in North Carolina?
Most client advisor roles in North Carolina require FINRA licensing, typically the Series 7 General Securities Representative exam and the Series 66 Uniform Combined State Law exam, both of which must be passed before you can give investment advice or transact securities. Employers almost always sponsor the licensing process after hire. A bachelor's degree in finance, business, or economics is the standard educational baseline, and the North Carolina Secretary of State's Securities Division oversees state registration requirements for investment advisers.
Which companies hire client advisors in North Carolina?
North Carolina client advisor roles are posted by JPMorganChase, Hendrick Automotive, and Bank of America and others right now, based on current listings on Migrate Mate as of November 2026. Charlotte's position as a major U.S. banking center means financial institutions of all sizes, from global banks to regional wealth management firms, consistently recruit here throughout the year.
Which North Carolina cities have the most client advisor jobs?
Charlotte, Raleigh, and Cary have the most client advisor openings in North Carolina. Charlotte dominates the list because it is home to major bank headquarters and large regional wealth management offices, while Raleigh's expanding financial technology and professional services sector drives demand there, and Greensboro's established insurance and investment firms sustain steady hiring in the Triad.
Are there remote client advisor jobs in North Carolina?
Yes, but they're less common than in purely desk-based fields because client advisors frequently meet with clients in person to build trust and review sensitive financial matters. About 14% of client advisor openings tied to North Carolina are remote or hybrid as of November 2026, with most of those roles focused on phone-based or digital account management rather than full-service wealth advisory.
How can I get hired as a client advisor in North Carolina with little or no experience?
The most realistic entry path is through a bank teller, personal banker, or financial services representative role at one of North Carolina's large retail banking operations, which serve as direct feeders into client advisor positions. Wells Fargo and Bank of America both run structured development programs in their Charlotte and Raleigh offices that move associates into advisory tracks after demonstrating sales and relationship skills. Obtaining your Series 6 or Series 7 license before applying gives you a measurable edge over other entry-level candidates.
Where can I find and apply to client advisor jobs in North Carolina?
You can find and apply to client advisor jobs in North Carolina on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings, find the roles that match your background and location, and apply directly to the ones that fit.
See All 22 Client Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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