Private Wealth Advisor – Holistic Planning & Digital Tools

Aumni; Goodyear (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Goodyear, AZ. Your role will involve providing comprehensive financial planning and advice, supporting clients from diverse backgrounds. Key responsibilities include building client relationships, delivering personalized investment solutions, and demonstrating a deep understanding of financial markets. Applicants should possess a Series 7 and 66 license, with a preference for CFP certification and a Bachelor’s degree. Join a team committed to extraordinary customer service and diversity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating client relationships, and integrating with key partners.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammate success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets and sound business judgement.

Skills

Client acquisition

Relationship management

Financial planning

Investment knowledge

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Goodyear, AZ. Your role will involve providing comprehensive financial planning and advice, supporting clients from diverse backgrounds. Key responsibilities include building client relationships, delivering personalized investment solutions, and demonstrating a deep understanding of financial markets. Applicants should possess a Series 7 and 66 license, with a preference for CFP certification and a Bachelor’s degree. Join a team committed to extraordinary customer service and diversity.