National Wealth Advisor – Personal Planning

Fairygodboss; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Chase in the United States is seeking a Personal Advisor to grow our new remote advice channel within Wealth Management's National Branch Personal Advising group. You will meet clients by video or phone, build personalized financial plans, and match clients with portfolios designed by JPMorgan Chase's CIO.

This full-time role operates in an office environment to support a growing client book. You will need active Series 7 and Series 66 licenses (or obtain within 60 days), be licensed in all

Qualifications

• Active Series 7 required.
• Active Series 66 (63/65) required or obtainable within 60 days.
• Licensing in all states required.

Responsibilities

• Leverage investments and wealth planning concepts to help clients achieve goals.
• Convert high-quality leads into new clients and nurture relationships.
• Adopt a solution-oriented mindset for best outcomes for all clients.
• Ensure proposed solutions meet clients' needs across short, medium, and long term through holistic planning.
• Demonstrate strong organizational skills in daily tasks.
• Educate clients on digital products to monitor and reach goals.

Skills

Series 7 license

Series 66 license

State licensing

Education

Bachelor's degree

CFP

Job description

Chase in the United States is seeking a Personal Advisor to grow our new remote advice channel within Wealth Management's National Branch Personal Advising group. You will meet clients by video or phone, build personalized financial plans, and match clients with portfolios designed by JPMorgan Chase's CIO.

This full-time role operates in an office environment to support a growing client book. You will need active Series 7 and Series 66 licenses (or obtain within 60 days), be licensed in all