Bilingual Private Client Advisor - Wealth Planning

Testing Site - JPMC; Phoenix (AZ); On-site; USD 85,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States. You will offer comprehensive financial planning and advice to individuals and families, supporting clients from savings starters to high-net-worth.

You will provide advised solutions and referrals to deepen client relationships within a progressive digital framework. The role emphasizes relationship management, integrity, and educating clients on technology-enabled channels to monitor and

Qualifications

• 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.
• Bilingual in English and Mandarin required

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

Skills

Client relationship building

Financial advisory

Goals-based planning

Digital channels knowledge

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States. You will offer comprehensive financial planning and advice to individuals and families, supporting clients from savings starters to high-net-worth.

You will provide advised solutions and referrals to deepen client relationships within a progressive digital framework. The role emphasizes relationship management, integrity, and educating clients on technology-enabled channels to monitor and