Private Client Advisor - Wealth Planning & Relationships

JPMorgan Chase & Co.; Gilbert (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor in Gilbert, Arizona. This role focuses on providing comprehensive financial planning and personalized investment solutions tailored for a diverse client base. Candidates should have at least 2 years of experience in financial advisory roles and relevant licenses, including Series 7 and 66. Successful applicants will excel in client acquisition, relationship management, and financial coaching within a supportive and innovative environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Must have Series 7 and Series 66 licenses.

Responsibilities

• Build and maintain a book of business delivering personalized investment solutions.
• Champion the success of teammates while fostering diversity.
• Provide holistic financial coaching and educate clients on investment technology.

Skills

Client acquisition

Relationship management

Financial planning

Education

Bachelor’s degree

Job description

A leading financial services firm is seeking a Private Client Advisor in Gilbert, Arizona. This role focuses on providing comprehensive financial planning and personalized investment solutions tailored for a diverse client base. Candidates should have at least 2 years of experience in financial advisory roles and relevant licenses, including Series 7 and 66. Successful applicants will excel in client acquisition, relationship management, and financial coaching within a supportive and innovative environment.