Elite Private Client Advisor – Wealth Management

Aumni; Kingman (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan in Kingman, AZ is looking for a Private Client Advisor. In this full-time role, you will deliver personalized investment solutions while fostering strong client relationships. You will need at least 2 years of financial advisory experience and relevant licenses.

Your responsibilities include building a book of business and demonstrating a deep understanding of financial markets. We value diversity and provide a strong commitment to inclusion.

Qualifications

• At least 2 years in a Financial Advisor role.
• Successful in client acquisition and maintaining relationships.
• Must obtain relevant licenses within 60 days.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Demonstrate deep understanding of financial markets.
• Educate clients on technology and financial monitoring.

Skills

Client acquisition

Relationship management

Financial planning and advice

Digital innovation

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan in Kingman, AZ is looking for a Private Client Advisor. In this full-time role, you will deliver personalized investment solutions while fostering strong client relationships. You will need at least 2 years of financial advisory experience and relevant licenses.

Your responsibilities include building a book of business and demonstrating a deep understanding of financial markets. We value diversity and provide a strong commitment to inclusion.