Private Client Advisor: Wealth Strategy & Growth

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 90,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management in the United States. You will provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering tailored investment solutions.

You will guide clients through goals-based planning, leverage market insights, and collaborate with partners to deepen client engagement while upholding high ethical standards and integrity.

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.

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.
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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

Client acquisition

Relationship building

Goals-based planning & advice

Financial markets understanding

Integrity & ethics

Education

Series 7

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Bachelors degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management in the United States. You will provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering tailored investment solutions.

You will guide clients through goals-based planning, leverage market insights, and collaborate with partners to deepen client engagement while upholding high ethical standards and integrity.