National Remote Wealth Planning Advisor

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

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.