Private Wealth Advisor: Holistic Planning & Digital Tools

TwinThread; Phoenix (AZ); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Phoenix, Arizona. This role requires providing comprehensive financial planning and relationship management to a diverse client base. The advisor will build personalized investment solutions, support client financial goals, and foster a culture of inclusivity.

The ideal candidate will have at least 2 years of experience in financial advising, a valid Series 7 and Series 66 license, and a commitment to educational excellence in investments and technologies. The position offers competitive compensation and a range of benefits.

Qualifications

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

Responsibilities

• Build a book of business with personalized investment solutions.
• Champion teammates’ success and foster a culture of diversity.
• Educate clients on technology and financial products.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education in technology

Education

Bachelor’s degree preferred

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 hiring a Private Client Advisor in Phoenix, Arizona. This role requires providing comprehensive financial planning and relationship management to a diverse client base. The advisor will build personalized investment solutions, support client financial goals, and foster a culture of inclusivity.

The ideal candidate will have at least 2 years of experience in financial advising, a valid Series 7 and Series 66 license, and a commitment to educational excellence in investments and technologies. The position offers competitive compensation and a range of benefits.