Private Client Wealth Advisor

JPMorgan Chase & Co.; Scottsdale (AZ); On-site; USD 80,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients meet their financial goals by offering advised solutions and referrals that deepen client relationships. You will build a book of business, rely on leadership and relationship-building skills, and stay informed on markets and digital tools to enhance the investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Series 7 and Series 66 active or obtained within 60 days.
• Life, Health and Long Term Care license active or obtained within 60 days.

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. This will be done with a consistent focus on relationship management, not portfolio management
• 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

Relationship-building

Client acquisition

Financial services

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients meet their financial goals by offering advised solutions and referrals that deepen client relationships. You will build a book of business, rely on leadership and relationship-building skills, and stay informed on markets and digital tools to enhance the investor experience.