Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

A major financial services firm in Phoenix is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role involves building personalized investment solutions while fostering client relationships. Candidates must have at least 2 years of experience in a Financial Advisor role and possess various active licenses. The ideal candidate is skilled in client acquisition and educating clients about financial markets. This position emphasizes integrity and excellence in customer service.

Qualifications

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

Responsibilities

• Champion and support teammate success and the bank's goals.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding financial markets

Client education on technology

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A major financial services firm in Phoenix is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role involves building personalized investment solutions while fostering client relationships. Candidates must have at least 2 years of experience in a Financial Advisor role and possess various active licenses. The ideal candidate is skilled in client acquisition and educating clients about financial markets. This position emphasizes integrity and excellence in customer service.