Private Client Wealth Advisor — Holistic Planning & Growth

JPMorgan Chase & Co.; Prescott Valley (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Prescott Valley, AZ, is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships and provide tailored investment solutions through collaboration with partners, while upholding fiduciary standards. Role emphasizes growth of client base, ongoing education of clients on digital tools, and leveraging Chase resources to enhance advisory services in a dynamic

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license; Series 66 (63/65) required or obtained within 60 days of start.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days of start.
• CFP certification preferred; Bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a relationship focus.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Champion teammates' success and the bank's diversity goals.
• Demonstrate understanding of financial markets and sound business judgement.

Skills

Client acquisition

Relationship management

Financial planning

Investments

Market knowledge

Education

Bachelor's degree

CFP certification

Tools

CRM systems

Job description

JPMorgan Chase & Co. in Prescott Valley, AZ, is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted client relationships and provide tailored investment solutions through collaboration with partners, while upholding fiduciary standards. Role emphasizes growth of client base, ongoing education of clients on digital tools, and leveraging Chase resources to enhance advisory services in a dynamic