J.P. Morgan Wealth Management - National Branch Personal Advisor - Tempe, AZ

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 60,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Personal Advisor to grow our remote advisory channel within Wealth Management. You will meet clients via video or phone, craft customized financial plans, and align clients with CIO-managed portfolios.

This role supports a full book of clients in a full-time office environment. Preferred candidates have 3+ years in financial services or brokerage, a Bachelor's degree, and CFP is a plus. Licenses must be active and multi-state.

Qualifications

• Active Series 7 license required.
• Active Series 66 (63/65) license required or able to obtain within 60 days of starting.
• Licensed in all states.
• 3+ years of relevant financial services or brokerage experience preferred.
• Bachelor’s degree preferred; CFP preferred.

Responsibilities

• Meet with clients via video or phone to build personalized financial plans.
• Match clients with investment portfolios designed and managed by the CIO.
• Provide advice to existing clients to navigate changing financial priorities.
• Grow and maintain a full book of clients.
• Educate clients on digital products to monitor and achieve goals.

Skills

Client relationship management

Financial planning

Communication

Problem solving

Education

Bachelor’s degree preferred

CFP preferred

Tools

Brokerage platforms

Job description

We’re looking for candidates to grow our new remote advice channel which will open up financial advice to a broader range of clients than we’ve ever been able to serve before. This is a growth business, committed to diversity and inclusion and maintaining a culture focused on work life balance. We are looking to grow our teams in multiple locations nationwide.

As a Personal Advisor, in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.

Job responsibilities

• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high quality leads into new clients and help to maintain those relationships
• Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.

Required qualifications, capabilities, and skills:

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states

Preferred qualifications, capabilities, and skills:

• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor’s degree preferred
• CFP preferred

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.