Private Client Advisor - Wealth Planning & Relationships

JPMorgan Chase & Co.; Goodyear (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and deepen client connections through trusted guidance and referrals. The role emphasizes integrity, client education on digital tools, and a holistic approach to clients’ financial needs.

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.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Series 7

Series 66

Life/Health/LTC license

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and deepen client connections through trusted guidance and referrals. The role emphasizes integrity, client education on digital tools, and a holistic approach to clients’ financial needs.