Private Client Advisor — Wealth Solutions

JP Morgan Chase; Glendale (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in the United States is seeking a seasoned Financial Advisor to build and manage a client book, delivering personalized investment solutions and financial coaching across channels.

Ideal candidates will have strong relationship-building skills, a deep understanding of markets, and active licenses (Series 7, Series 66, Life/Health/LTC). This full-time role emphasizes integrity, education for clients, and growth within a diverse team.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Grow a book of business and deliver personalized investment solutions to clients with leadership and relationship-building skills.
• Foster relationship management with a consistent focus on client needs and integrity.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and manage their investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how and where they want.

Skills

Client relationship building

Goals-based planning

Financial advisory

Sales & client acquisition

Education

Bachelor's degree

Job description

JPMorganChase in the United States is seeking a seasoned Financial Advisor to build and manage a client book, delivering personalized investment solutions and financial coaching across channels.

Ideal candidates will have strong relationship-building skills, a deep understanding of markets, and active licenses (Series 7, Series 66, Life/Health/LTC). This full-time role emphasizes integrity, education for clients, and growth within a diverse team.