Wealth Advisor for Private Clients

Aumni; Scottsdale (AZ); In loco; USD 90.000 - 150.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Wealth Management in Scottsdale seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build client relationships, provide advised solutions, and collaborate with Chase partners to deepen client engagement.

The role requires strong relationship-building, knowledge of financial markets, and a commitment to integrity, with a focus on helping clients monitor and manage their investments using digital tools.

Competenze

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• Bilingual in English and Spanish required

Mansioni

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Conoscenze

Financial advisory exp

Client relationships

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Bilingual English/Spanish

Formazione

CFP certification

Bachelor's degree preferred

Descrizione del lavoro

J.P. Morgan Wealth Management in Scottsdale seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build client relationships, provide advised solutions, and collaborate with Chase partners to deepen client engagement.

The role requires strong relationship-building, knowledge of financial markets, and a commitment to integrity, with a focus on helping clients monitor and manage their investments using digital tools.