Private Client Wealth Advisor — Relationship-Driven & Digital

JPMorgan Chase & Co.; Cottonwood (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for its Wealth Management division in Cottonwood, Arizona. This role requires at least 2 years of experience in financial advisory, focusing on providing clients with comprehensive financial planning and personalized investment solutions.

The successful candidate will excel in relationship management, leveraging digital technology to enhance client confidence and service delivery. A valid Series 7 license is required, along with commitment to maintaining long-term client relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Demonstrate a deep understanding of financial markets.
• Educate clients on available technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial planning and advice

Digital confidence technology

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for its Wealth Management division in Cottonwood, Arizona. This role requires at least 2 years of experience in financial advisory, focusing on providing clients with comprehensive financial planning and personalized investment solutions.

The successful candidate will excel in relationship management, leveraging digital technology to enhance client confidence and service delivery. A valid Series 7 license is required, along with commitment to maintaining long-term client relationships.