Private Client Wealth Advisor for Holistic Planning

JPMorgan Chase & Co.; Bullhead City (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

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.

Qualifications

• Demonstrated success in client acquisition and building relationships.
• Experience providing comprehensive financial planning and advice.
• Commitment to goals-based planning and client-focused service.
• Active securities licenses (Series 7 and Series 66) or eligibility to obtain them within 60 days.
• Life, Health and Long Term Care insurance licenses or eligibility to obtain them within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Offer comprehensive financial planning and investment advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Support clients in adopting digital tools to access services.

Skills

Series 7

Series 66 (63/65)

Financial planning

Client acquisition

Relationship building

Goals-based planning

Insurance license

Education

Bachelor's degree preferred

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.