Private Client Advisor: Relationship-Driven Wealth Solutions

JPMorganChase; Lake Havasu City (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase in Lake Havasu City is looking for an enthusiastic Financial Advisor to provide personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of financial services experience and possess a Series 7 license, alongside a demonstrated ability to acquire clients and plan based on their goals.

This role emphasizes the importance of digital innovation and client education, working within a diverse and inclusive environment. A Bachelor's degree and CFP certification are preferred.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Successful client acquisition and relationship maintenance.
• Commitment to financial goals-based planning.

Responsibilities

• Support team success and foster a culture of diversity.
• Build business and deliver personalized investment solutions.
• Educate clients on technology to manage investments.

Skills

Client relationship management

Financial advisory experience

Goals-based planning

Knowledge of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase in Lake Havasu City is looking for an enthusiastic Financial Advisor to provide personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of financial services experience and possess a Series 7 license, alongside a demonstrated ability to acquire clients and plan based on their goals.

This role emphasizes the importance of digital innovation and client education, working within a diverse and inclusive environment. A Bachelor's degree and CFP certification are preferred.