Private Client Advisor: Relationship-Driven Wealth Planner

JPMorgan Chase & Co.; Fountain Hills (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading global financial services firm is seeking a Private Client Advisor in Fountain Hills, Arizona. This role involves delivering personalized investment solutions and comprehensive financial advice to clients. With at least 2 years in a financial advisory role, successful candidates must possess a Series 7 and Series 66 license, focusing on building client relationships and guiding clients through their financial journeys. The firm values diversity and offers a culture that encourages personal and professional growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7, Series 66 (63/65), and applicable insurance licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success and the goals of the bank.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Client relationship management

Financial planning

Investment solutions

Digital confidence building

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Job description

A leading global financial services firm is seeking a Private Client Advisor in Fountain Hills, Arizona. This role involves delivering personalized investment solutions and comprehensive financial advice to clients. With at least 2 years in a financial advisory role, successful candidates must possess a Series 7 and Series 66 license, focusing on building client relationships and guiding clients through their financial journeys. The firm values diversity and offers a culture that encourages personal and professional growth.