Private Wealth Advisor: Build Lasting Client Relationships

Fairygodboss; Goodyear (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support clients from savers to those with significant wealth, delivering a holistic investor experience with advised solutions and referrals to deepen relationships.

You will build strong client relationships, stay informed on markets, and leverage digital channels to monitor and manage investments, aligning with the client’s goals

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and retain clients and work with partners.
• Commitment to goals-based planning and advice.
• Licensed: Series 7 and Series 66 (63/65) or obtain within 60 days of starting.
• Licensed in Life, Health and Long Term Care Insurance or obtain within 60 days.
• CFP certification is preferred.

Responsibilities

• Champion and support teammates' success and diversity goals.
• Build a client book and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate understanding of financial markets and sound judgment.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank anytime, anywhere.

Skills

Client acquisition

Relationship-building

Financial planning

Investment knowledge

Advisory services

Education

Bachelor's degree

CFP certification

Job description

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support clients from savers to those with significant wealth, delivering a holistic investor experience with advised solutions and referrals to deepen relationships.

You will build strong client relationships, stay informed on markets, and leverage digital channels to monitor and manage investments, aligning with the client’s goals