Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Goodyear (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

A major financial services firm in Goodyear, Arizona is looking for a Private Client Advisor to provide personalized financial planning and investment solutions. Ideal candidates will have over 2 years of related experience, strong client relationship skills, and necessary financial licenses. The role emphasizes building client trust, educating on digital banking, and offering comprehensive services. Join a supportive team fostering diversity and dedication to client success.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining relationships.
• A valid and active Series 7 and Series 66 licenses.

Responsibilities

• Build and manage a book of business for personalized investment solutions.
• Educate clients on digital banking tools and investment options.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Communication

Financial market understanding

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification preferred

Tools

Financial software

Investment platforms

Job description

A major financial services firm in Goodyear, Arizona is looking for a Private Client Advisor to provide personalized financial planning and investment solutions. Ideal candidates will have over 2 years of related experience, strong client relationship skills, and necessary financial licenses. The role emphasizes building client trust, educating on digital banking, and offering comprehensive services. Join a supportive team fostering diversity and dedication to client success.