Private Client Advisor: Multilingual Wealth Solutions

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 75,000 - 90,000; Full time

Job summary

A leading financial services firm in Phoenix, Arizona is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will help clients build wealth and manage their investments by fostering strong relationships and delivering personalized solutions. Successful candidates will possess strong financial acumen, hold relevant licenses, and demonstrate a commitment to client education. The role offers a chance to work in a dynamic environment with a focus on diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience required.
• Demonstrated success in client acquisition and relationship maintenance.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support team and bank goals while fostering diversity.
• Educate clients on technology for better investment management.

Skills

Client acquisition

Relationship management

Financial planning

Bilingual (English and Mandarin)

Education

Certified Financial Planning (CFP®)

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

A leading financial services firm in Phoenix, Arizona is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will help clients build wealth and manage their investments by fostering strong relationships and delivering personalized solutions. Successful candidates will possess strong financial acumen, hold relevant licenses, and demonstrate a commitment to client education. The role offers a chance to work in a dynamic environment with a focus on diversity and inclusion.