Private Client Wealth Advisor: Personal Finance & Digital

JPMorganChase; Phoenix (AZ); On-site; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A prominent financial services firm in Phoenix is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning for a diverse clientele. The ideal candidate will have a strong background in client relationship management and financial services, with relevant licenses required within 60 days of employment. The role emphasizes fostering client trust and digital engagement. This position offers a competitive total rewards package along with comprehensive employee benefits, including health care, retirement savings, and mental health support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to help clients.

Skills

Client acquisition

Financial planning

Relationship management

Investment knowledge

Technical education for clients

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Job description

A prominent financial services firm in Phoenix is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning for a diverse clientele. The ideal candidate will have a strong background in client relationship management and financial services, with relevant licenses required within 60 days of employment. The role emphasizes fostering client trust and digital engagement. This position offers a competitive total rewards package along with comprehensive employee benefits, including health care, retirement savings, and mental health support.