Private Client Wealth Advisor — Relationship-Driven & Digital

JPMorgan Chase & Co.; Tucson (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor in Tucson, Arizona. In this role, you will provide comprehensive financial planning and advice to individuals and families, supporting various clients from savings beginners to affluent investors.

The position requires at least 2 years as a Financial Advisor or similar, and proficiency in acquiring and maintaining client relationships. A strong ethical foundation, digital proficiency, and necessary licenses are essential for success.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship cultivation.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion teammate success and diversity in financial planning.
• Build and manage a book of business with personalized solutions.
• Educate clients on technology and investment management.

Skills

Client acquisition

Client relationship management

Financial planning

Digital literacy

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor in Tucson, Arizona. In this role, you will provide comprehensive financial planning and advice to individuals and families, supporting various clients from savings beginners to affluent investors.

The position requires at least 2 years as a Financial Advisor or similar, and proficiency in acquiring and maintaining client relationships. A strong ethical foundation, digital proficiency, and necessary licenses are essential for success.