Remote Wealth Advisor – Personal Financial Planner

Testing Site - JPMC; Tempe (AZ); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase in Tempe, AZ seeks a Personal Advisor to grow a remote advice channel within Wealth Management. You will meet clients via video or phone, craft personalized plans, and connect them with portfolios managed by JPMorgan Chase's CIO. This full‑time office role supports a full book of clients and emphasizes work‑life balance.

You will build relationships, convert leads, and deliver holistic financial planning aligned with clients' priorities.

Qualifications

• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or ability to obtain within 60 days of starting in the role as a condition of employment.
• This role requires you to be licensed in all states.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients reach goals.
• Convert high quality leads into new clients and nurture relationships.
• Apply a solution‑oriented approach to achieve best outcomes for all clients.
• Ensure proposed solutions meet clients' short, medium and long‑term needs.
• Demonstrate strong organizational skills and disciplined daily workflow.
• Educate clients on digital products to monitor and reach goals.

Skills

Series 7 license

Series 66 license

Licensed in all states

Education

Bachelor's degree preferred

CFP preferred

Job description

JPMorgan Chase in Tempe, AZ seeks a Personal Advisor to grow a remote advice channel within Wealth Management. You will meet clients via video or phone, craft personalized plans, and connect them with portfolios managed by JPMorgan Chase's CIO. This full‑time office role supports a full book of clients and emphasizes work‑life balance.

You will build relationships, convert leads, and deliver holistic financial planning aligned with clients' priorities.