Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Scottsdale (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

JPMorganChase in Scottsdale, Arizona, is seeking a Financial Advisor to provide personalized investment solutions. You will support your teammates and champion the bank's goals while helping clients navigate their financial needs through strong relationships.

The ideal candidate has at least 2 years of experience in a Financial Advisor role, with strong skills in client acquisition and relationship management. Benefits include comprehensive health care and a competitive salary package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and the goals of the bank.
• Build a book of business delivering personalized investment solutions.
• Educate clients on available technology and channels.

Skills

Financial Advisor experience

Client relationship management

Goal-based planning and advice

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Education

Bachelor's degree

CFP certification

Job description

JPMorganChase in Scottsdale, Arizona, is seeking a Financial Advisor to provide personalized investment solutions. You will support your teammates and champion the bank's goals while helping clients navigate their financial needs through strong relationships.

The ideal candidate has at least 2 years of experience in a Financial Advisor role, with strong skills in client acquisition and relationship management. Benefits include comprehensive health care and a competitive salary package.