Private Client Advisor — Wealth Planning & Digital

Aumni; Scottsdale (AZ); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is looking for a Private Client Advisor in Scottsdale, Arizona. In this role, you will offer comprehensive financial planning and advice, build client relationships, and provide personalized investment solutions. Required qualifications include at least 2 years of financial advisory experience, Series 7 and Series 66 licenses. The position focuses on delivering exceptional client experiences alongside competitive benefits including health care coverage and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Support teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial markets understanding

Investment solutions delivery

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Job description

J.P. Morgan Chase is looking for a Private Client Advisor in Scottsdale, Arizona. In this role, you will offer comprehensive financial planning and advice, build client relationships, and provide personalized investment solutions. Required qualifications include at least 2 years of financial advisory experience, Series 7 and Series 66 licenses. The position focuses on delivering exceptional client experiences alongside competitive benefits including health care coverage and retirement plans.