Senior Private Wealth Advisor (VP)

JPMorganChase; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorganChase in Phoenix seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth. You will leverage knowledge of investments, credit, and banking to guide current clients and attract new assets, working with a local team and institutional platform.

The role requires Series 7/66 and Insurance licenses, a strong client network, and a track record in private banking or financial services. Comprehensive benefits accompany this opportunity.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire assets from existing and new clients.
• Advise clients on balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions meet client objectives in short, medium and long term through holistic planning.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Skills

Private banking experience

Sales proficiency

Financial advisory

Client relationship management

Regulatory compliance

Wealth planning

Education

Bachelor's degree

MBA/JD/CFA/CFP preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorganChase in Phoenix seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth. You will leverage knowledge of investments, credit, and banking to guide current clients and attract new assets, working with a local team and institutional platform.

The role requires Series 7/66 and Insurance licenses, a strong client network, and a track record in private banking or financial services. Comprehensive benefits accompany this opportunity.