Wealth Advisor for Private Clients

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

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Fountain Hills, Arizona is seeking a Private Client Advisor. You will offer comprehensive financial planning and advice to individuals and families, focusing on client relationships over mere portfolio management. The ideal candidate has at least 2 years of experience in financial advisory roles and must hold relevant licenses. This position offers a competitive rewards package, including salary and benefits tailored to employee needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to acquire clients and maintain relationships.
• Active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for investments.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Cultivating relationships

Goal-based planning

Financial coaching

Education

Bachelor’s degree

CFP® certification

Tools

Financial analysis tools

Job description

A leading financial services firm in Fountain Hills, Arizona is seeking a Private Client Advisor. You will offer comprehensive financial planning and advice to individuals and families, focusing on client relationships over mere portfolio management. The ideal candidate has at least 2 years of experience in financial advisory roles and must hold relevant licenses. This position offers a competitive rewards package, including salary and benefits tailored to employee needs.