Private Digital-Forward Wealth Advisor

JPMorganChase; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm is seeking a Private Client Advisor in Phoenix, AZ. You will offer comprehensive financial planning and investment advice to clients. The role demands strong relationship-building skills and integrity in serving clients' financial needs. Candidates must have a Bachelor’s degree and relevant licenses. The ideal candidate will thrive in a culture of diversity, delivering personalized investment solutions and embracing digital tools for client engagement. Competitive compensation and benefits are offered.

Qualifications

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

Responsibilities

• Support teammates and foster a culture of diversity.
• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients' needs.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Educating clients

Digital solutions

Education

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Phoenix, AZ. You will offer comprehensive financial planning and investment advice to clients. The role demands strong relationship-building skills and integrity in serving clients' financial needs. Candidates must have a Bachelor’s degree and relevant licenses. The ideal candidate will thrive in a culture of diversity, delivering personalized investment solutions and embracing digital tools for client engagement. Competitive compensation and benefits are offered.