J.P. Morgan Wealth Management - Private Client Advisor - Kingman, AZ

JPMorganChase; Kingman (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Commission-based pay

Health care coverage

Retirement savings

Job summary

A leading financial services firm in Kingman, AZ is hiring a Private Client Advisor. This role focuses on providing comprehensive financial planning and advice to clients. The ideal candidate should have at least 2 years of experience as a Financial Advisor, strong client relationship skills, and will be required to obtain certain licenses within a specified time frame. Competitive compensation and comprehensive benefits offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship cultivation.
• Commitment to goals-based planning and advice.
• CFP certification preferred; Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates' success and diversity goals.
• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond investments.
• Uphold integrity and fiduciary responsibility in all client interactions.
• Educate clients on digital tools to monitor and manage investments.
• Support clients' overall financial needs beyond investments.
• Embrace digital channels to enhance client experience and accessibility.

Skills

Financial Advisory Skills

Client Relationship Management

Goal-Oriented Planning

Integrity

Team collaboration

Leadership

Education

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Life and Health Insurance License

Job description

Overview

Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Kingman, AZ role at JPMorganChase.

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.

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
• Educate clients on the technology and channels available to 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

Required Qualifications, Capabilities, And Skills

• 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

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor’s degree preferred

Investment And Insurance Products

• 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. Annuities are made available through Chase Insurance Agency, Inc. (CIA). 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.

About Us

Chase is a leading financial services firm, helping 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 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. We also offer a range of benefits and programs to meet employee needs, including health care coverage, retirement savings, and more. Details about compensation and benefits are provided during the hiring process.

Equal Opportunity

We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes. We also make reasonable accommodations for applicants’ religious practices, beliefs, and disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team

Consumer & Community Banking serves Chase customers through a range of financial services. J.P. Morgan Wealth Management is part of this division, offering investment advice across self-directed, automated, and full-service advisor relationships. We are committed to fostering diverse talent and providing exceptional service and solutions.