Private Client Advisor: Wealth Planning & Digital

JP Morgan Chase; Tucson (AZ); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement.

You will educate clients on digital tools and channels, maintain integrity, and act with fiduciary care while coordinating with internal partners to meet clients’ financial needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.
• Preferred: CFP certification and a Bachelor's degree

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions with a focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgment
• Exhibit integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide holistic financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank where they want

Skills

Relationship building

Client acquisition

Financial planning

Digital literacy

Communication skills

Education

CFP certification preferred

Bachelor’s degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement.

You will educate clients on digital tools and channels, maintain integrity, and act with fiduciary care while coordinating with internal partners to meet clients’ financial needs.