Private Client Advisor: Wealth Planning & Digital

Testing Site - JPMC; Gilbert (AZ); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

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

You will serve high-net-worth clients, leveraging leading digital tools to manage portfolios and strengthen client relationships. The role emphasizes integrity, regulated licensing requirements, and collaboration with partners to provide holistic financial solutions and exceptional client

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Demonstrated ability and commitment to goals-based planning and advice.
• Current and active Series 7 license required.
• Current and active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Current and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsabilités

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound judgment.
• Guide clients through digital tools to monitor and manage investments.
• Maintain the highest levels of integrity and client service.

Connaissances

Relationship building

Financial advising

Client management

Investment knowledge

Formation

Bachelor's degree

Description du poste

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

You will serve high-net-worth clients, leveraging leading digital tools to manage portfolios and strengthen client relationships. The role emphasizes integrity, regulated licensing requirements, and collaboration with partners to provide holistic financial solutions and exceptional client