Private Wealth Advisor — Build Relationships & Solutions

Testing Site - JPMC; Phoenix (AZ); In loco; USD 80.000 - 110.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management in the Phoenix area. You will provide comprehensive financial planning, build client relationships, and deliver personalized investment solutions to meet each client’s goals.

Role requires relevant licenses (Series 7/66 and life/health LTC), with CFP preferred and a bachelor’s degree encouraged. You’ll work to grow a client book and promote digital tools for client success.

Competenze

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses are required or must be obtained within 60 days of starting in the role.
• Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.
• CFP certification is preferred.
• Bachelor’s degree preferred.

Mansioni

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank when/where they want.

Conoscenze

Relationship-building

Client acquisition

Goals-based planning

Financial advisory

Formazione

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Bachelor’s degree (preferred)

Descrizione del lavoro

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management in the Phoenix area. You will provide comprehensive financial planning, build client relationships, and deliver personalized investment solutions to meet each client’s goals.

Role requires relevant licenses (Series 7/66 and life/health LTC), with CFP preferred and a bachelor’s degree encouraged. You’ll work to grow a client book and promote digital tools for client success.