Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase

Scottsdale (AZ)

On-site

USD 85,000 - 125,000

Full time

3 days ago

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Job summary

JPMorgan Chase in Scottsdale seeks an experienced Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families. You will build relationships, leverage a broad product platform, and guide clients through digital tools and channels to meet their goals.

The role requires 2+ years in financial advisory, licenses (Series 7/66 and Life/Health), and bilingual English/Spanish proficiency.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Demonstrated ability and commitment to goals-based planning and advice.
Bachelor's degree preferred; CFP certification preferred.

Responsibilities

Champion and support teammates' success and the goals of the bank, fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions with leadership and relationship-building.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor and manage investments.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Embrace digital innovations to help clients be digitally confident and bank how they want.