Private Wealth Advisor - Relationship-Focused Planning

JPMorgan Chase & Co.

Cottonwood (AZ)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, growing a book of business through strong relationships and trusted guidance.

You will help clients monitor and adjust investments, leverage digital tools, and coordinate with partners to deliver holistic financial solutions.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and maintaining client relationships.
Demonstrated ability and commitment to goals-based planning and advice.
Active Series 7 license.
Active Series 66 license or must be obtained within 60 days of starting.
Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions through relationship-building skills.
Support teammates’ success and foster a culture of diversity.
Demonstrate understanding of financial markets and sound business judgment.
Guide clients on technology and channels to monitor and manage investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients be digitally confident.