Private Client Wealth Advisor for Holistic Planning

JPMorgan Chase & Co.; Bullhead City (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment advice for individuals and families.

You will build trusted relationships, expand your book of business, and leverage digital tools to deliver exceptional client experiences. Licenses required include Series 7 and Series 66 (or 63/65) with Life/Health/LTC licenses or eligibility within 60 days.

Qualifications

• Series 7 and Series 66 licenses (63/65) or active eligibility within 60 days of starting.
• Life/Health/LTC licenses or eligibility within 60 days of starting.

Responsibilities

• Provide comprehensive financial planning and tailored investment advice for individuals and families.
• Build trusted relationships, expand your book of business, and leverage digital tools to deliver exceptional client experiences.

Skills

Series 7 license

Series 66 license

Life license

Health license

LTC license

Financial planning

Investment advisory

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice for individuals and families.

You will build trusted relationships, expand your book of business, and leverage digital tools to deliver exceptional client experiences. The role requires Series 7 and Series 66 licenses (63/65) or active eligibility, plus Life/Health/LTC licenses or eligibility within 60 days of starting.