Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Scottsdale (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

JPMorgan Chase is looking for a Financial Advisor in Scottsdale, Arizona. The ideal candidate will have a passion for delivering personalized investment solutions while fostering a culture of diversity. A successful Financial Advisor demonstrates integrity, industry knowledge, and an ability to build strong client relationships.

Responsibilities include managing investment solutions and educating clients on financial tools. Candidates should have at least 2 years of relevant experience and required licenses such as Series 7, Series 66, and insurance licenses.

Competitive benefits, including health care coverage, retirement plans, and tuition reimbursement.

Qualifications

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

Responsibilities

• Champion and support teammates' success and bank goals.
• Deliver personalized investment solutions to clients.
• Educate clients on technology to manage investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity and client focus

Financial coaching

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life and Health insurance license

Job description

JPMorgan Chase is looking for a Financial Advisor in Scottsdale, Arizona. The ideal candidate will have a passion for delivering personalized investment solutions while fostering a culture of diversity. A successful Financial Advisor demonstrates integrity, industry knowledge, and an ability to build strong client relationships.

Responsibilities include managing investment solutions and educating clients on financial tools. Candidates should have at least 2 years of relevant experience and required licenses such as Series 7, Series 66, and insurance licenses.

Competitive benefits, including health care coverage, retirement plans, and tuition reimbursement.