Bilingual Private Wealth Advisor — Client-Focused Planning

JPMorgan Chase; Scottsdale (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase in Scottsdale, AZ is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning for individuals and families. You will invest in relationships and help clients meet their financial goals through a holistic approach.

The role requires 2+ years as a Financial Advisor, active Series 7 and Series 66 licenses, Life/Health/LTC licenses, and bilingual English/Spanish. CFP preferred; bachelor's degree preferred.

Qualifications

• 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.

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 the firm's clients by relying on leadership and relationship-building skills.
• 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 the firm's 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 acquisition

Relationship management

Financial planning

Bilingual English/Spanish

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health Insurance license

Job description

JPMorgan Chase in Scottsdale, AZ is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning for individuals and families. You will invest in relationships and help clients meet their financial goals through a holistic approach.

The role requires 2+ years as a Financial Advisor, active Series 7 and Series 66 licenses, Life/Health/LTC licenses, and bilingual English/Spanish. CFP preferred; bachelor's degree preferred.