Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

A major financial institution is seeking a Private Client Advisor in Phoenix, Arizona. In this role, you will offer comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of financial advisory experience, a strong background in client acquisition, and the ability to integrate effectively with key partners. You will foster relationships and deliver personalized investment solutions, ensuring an exceptional client experience through education on available technology.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for managing investments.
• Champion team success and foster a culture of diversity.

Skills

Client acquisition

Financial planning

Relationship management

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

A major financial institution is seeking a Private Client Advisor in Phoenix, Arizona. In this role, you will offer comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of financial advisory experience, a strong background in client acquisition, and the ability to integrate effectively with key partners. You will foster relationships and deliver personalized investment solutions, ensuring an exceptional client experience through education on available technology.