Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Bullhead City (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Tuition reimbursement

Retirement savings plan

Job summary

JPMorganChase is looking for a Financial Advisor in Bullhead City, Arizona. This role will involve building a book of business, delivering personalized investment solutions, and providing holistic financial coaching beyond just investments.

The ideal candidate should have at least 2 years of experience in a Financial Advisor capacity, along with necessary licenses including Series 7 and Series 66. The position offers a range of benefits and a competitive rewards package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and goals of the bank.
• Deliver personalized investment solutions to clients.
• Provide financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Leadership skills

Digital confidence education

Education

Bachelor's degree preferred

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is looking for a Financial Advisor in Bullhead City, Arizona. This role will involve building a book of business, delivering personalized investment solutions, and providing holistic financial coaching beyond just investments.

The ideal candidate should have at least 2 years of experience in a Financial Advisor capacity, along with necessary licenses including Series 7 and Series 66. The position offers a range of benefits and a competitive rewards package.