Private Client Advisor: Holistic Wealth & Digital Solutions

Testing Site - JPMC; Scottsdale (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Scottsdale, AZ is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build strong client relationships and provide exceptional investor experiences using guidance and trusted referrals. The role requires at least 2 years in a financial advisory capacity, a valid Series 7 and Series 66, and appropriate life, health and long-term care licenses,

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Licenses: Series 7, Series 66 or to obtain within 60 days of start.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment guidance.
• Demonstrate strong understanding of financial markets and sound judgment.
• Educate clients on technology and channels for monitoring investments.
• Maintain integrity and focus on client interests in all interactions.
• Embrace digital tools to enhance client engagement and banking convenience.

Skills

Client relationship-building

Goals-based planning

Financial advisory experience

Education

Bachelor’s degree preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase in Scottsdale, AZ is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build strong client relationships and provide exceptional investor experiences using guidance and trusted referrals. The role requires at least 2 years in a financial advisory capacity, a valid Series 7 and Series 66, and appropriate life, health and long-term care licenses,