Private Wealth Advisor – Planning & Growth

JPMorgan Chase & Co.; Peoria (AZ); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in the Chase Wealth Management division seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will cultivate trusted partnerships, present suitable solutions, and refer opportunities to deepen client engagement. You will build a book of business by applying market knowledge, delivering exceptional service, and guiding clients through digital tools to monitor and manage their portfolios

Responsibilities

• Deliver comprehensive financial planning and tailored investment guidance to individuals and families.
• Cultivate trusted partnerships, present suitable solutions, and refer opportunities to deepen client engagement.
• Build a book of business by applying market knowledge and guiding clients through digital tools to monitor and manage portfolios.

Job description

JPMorgan Chase & Co. in the Chase Wealth Management division seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will cultivate trusted partnerships, present suitable solutions, and refer opportunities to deepen client engagement. You will build a book of business by applying market knowledge, delivering exceptional service, and guiding clients through digital tools to monitor and manage their portfolios