Private Client Wealth Advisor — Holistic Planning & Growth

Next Frontier Capital

Peoria (AZ)

On-site

USD 85,000 - 120,000

Full time

14 days+

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Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance for individuals and families. You will build relationships and leverage digital tools to enhance the client experience, while aligning investment solutions with each client’s goals.

Ideal candidates have 2+ years in financial advisory, hold Series 7/66, and possess a strong track record in client acquisition and relationship

Qualifications

2+ years in a Financial Advisor or equivalent role.
Demonstrated success in client acquisition and maintaining relationships.
Ability to provide goals-based planning and advice.
Active Series 7 and Series 66 licenses, or to obtain within 60 days of start.
Active Life, Health and Long-Term Care license or to obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide comprehensive financial planning and advice to individuals and families.
Demonstrate understanding of financial markets and sound judgement.
Educate clients on technology and channels to monitor investments.
Offer holistic financial coaching beyond investments.