Remote Personal Wealth Advisor

Aumni; Tempe (AZ); On-site; USD 120,000 - 170,000; Full time

Job summary

JPMorgan Chase Wealth Management is seeking a Personal Advisor to join a growing national branch advisory group. You will work with clients to create tailored financial plans, meet with them via video or phone, and connect clients with portfolios managed by our CIO.

This full-time role sits in a office-based environment supporting a broad client book. The ideal candidate holds a valid Series 7 and Series 66 (63/65) license, is licensed in all states, and brings several years of financial

Qualifications

• Active Series 7 license
• Active Series 66 license or ability to obtain within 60 days
• Licensed in all states

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients achieve goals
• Convert high quality leads into new clients and maintain relationships
• Adopt a solution-oriented approach to achieve best outcomes for clients
• Ensure proposed solutions meet clients’ short, medium and long‑term objectives via holistic planning
• Demonstrate strong organizational skills and disciplined daily routines
• Educate clients on digital products to monitor and achieve goals

Skills

Series 7

Series 66 (63/65)

Licensed in all states

Education

Bachelor’s degree

CFP preferred

Job description

JPMorgan Chase Wealth Management is seeking a Personal Advisor to join a growing national branch advisory group. You will work with clients to create tailored financial plans, meet with them via video or phone, and connect clients with portfolios managed by our CIO.

This full-time role sits in a office-based environment supporting a broad client book. The ideal candidate holds a valid Series 7 and Series 66 (63/65) license, is licensed in all states, and brings several years of financial