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

Aumni; Scottsdale (AZ); On-site; USD 80,000 - 100,000; Full time

Job summary

TwinThread is seeking a Private Client Advisor in Scottsdale, AZ, to build relationships and provide personalized investment solutions. The ideal candidate will have a minimum of 2 years in a Financial Advisor role and hold necessary licenses such as Series 7 and Series 66.

Responsibilities include supporting team success, educating clients on digital technologies, and delivering comprehensive financial coaching. The role offers the opportunity to thrive in a diverse environment while making a meaningful impact on client financial success.

Qualifications

• Minimum 2 years experience in Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Support team success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to better monitor their investments.

Skills

Client acquisition and relationship management

Financial market understanding

Goals-based planning

Digital technology proficiency

Education

Bachelor's degree

Tools

Series 7 license

Series 66 or 63/65 license

Life, Health and Long-Term Care Insurance license

Job description

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

Location: Scottsdale, AZ, United States

Job Information: - Job Identification: 210675013 - Job Category: Advisors - Business Unit: Consumer & Community Banking - Posting Date: 10/08/2025, 08:05 PM - Locations: Scottsdale, AZ, United States - Job Schedule: Full time

Job Description

At J.P. Morgan Chase, we are enthusiastic about helping our clients, caring for our employees, building relationships, and delivering outstanding customer service while staying committed to diversity and inclusion.

Using a broad investment product and thought leadership platform, along with cutting edge digital technology, you will represent our brand and interact with clients to provide the best investment solutions for their financial needs.

Job Responsibilities

• Champion and support your teammates' success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions by focusing on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and act in the best interest of clients.
• Show passion for educating clients on available technology and channels to better monitor and handle their investments.
• Provide a holistic view of client needs, offering financial coaching beyond investments.
• Embrace digital innovations to enable clients to 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, cultivation and maintenance of relationships, and partnership integration.
• Demonstrated ability and commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (or 63/65) license, or to obtain within 60 days of starting.
• Valid and active Life, Health and Long-Term Care Insurance license, or to obtain within 60 days of starting.

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning certification preferred.
• Bachelors degree preferred.

Investment and Insurance Product Disclaimers

Investment and insurance products are not FDIC insured, not insured by any federal government agency, not a deposit or other obligation, and not guaranteed by JPMorgan Chase Bank, N.A. or its affiliates.

Products are subject to investment risks, including possible loss of principal. Products are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, and through Chase Insurance Agency, Inc. Products may not be available in all states.

Equal Opportunity Employer / Disability / Veterans

We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We provide reasonable accommodations for religious practices and mental health or physical disability needs.