Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Scottsdale (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build trusting client relationships, educate clients on technology, and coordinate with partners to expand the advisory practice. The role requires licensing (Series 7, Series 66) or progression to them within 60 days, plus Life/Health/LTC licenses.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in acquiring and managing clients and partnering with key teams.
• Commitment to goals-based planning and providing advisory solutions within Chase platform.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment advice.
• Educate clients on technology and channels to monitor investments.
• Practice high integrity and client-first service.
• Collaborate with partners to deepen client relationships.
• Deliver an exceptional investor experience through advisory solutions.

Skills

Client acquisition

Relationship-building

Goals-based planning

Bilingual English & Spanish

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life, Health & LTC License

Job description

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

You will build trusting client relationships, educate clients on technology, and coordinate with partners to expand the advisory practice. The role requires licensing (Series 7, Series 66) or progression to them within 60 days, plus Life/Health/LTC licenses.