Private Client Advisor: Wealth Strategy & Relationships

Testing Site - JPMC

Phoenix (AZ)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families. You will build trusted client relationships, deliver tailored investment solutions, and leverage digital tools to enhance the investor journey.

The role emphasizes high integrity, adherence to regulations, and ongoing education to keep clients on track with their financial goals.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Active Series 7 and Series 66 or must be obtained within 60 days of starting.
Life, Health and Long-Term Care licenses active or to be obtained within 60 days.
Strong client acquisition, relationship management and advisory skills.
CFP certification preferred; Bachelor's degree preferred.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Provide comprehensive financial planning and advice to individuals and families.
Demonstrate deep understanding of financial markets and sound judgement.
Educate clients on technology and channels to monitor investments.
Maintain integrity and deliver high-quality service aligned with client needs.