Wealth Advisor for Private Clients

Next Frontier Capital; Tucson (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering tailored investment solutions.

The role emphasizes relationship management over portfolio management, deep market knowledge, and high integrity, with access to digital tools and a broad range of financial products to help clients monitor and achieve their goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or to be obtained within 60 days.
• A valid Life, Health and Long Term Care Insurance license or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-based sales.
• Demonstrate deep understanding of financial markets and sound judgement.
• Provide holistic view of clients' needs with financial coaching beyond investments.
• Embrace digital tools to help clients monitor and manage their investments.
• Collaborate with partners to deepen client relationships.
• Support teammates and pursue diversity goals.

Skills

Relationship building

Goals-based planning

Financial advisor experience

Series 7

Series 66

Life/Health/LTC license

Education

CFP certification preferred

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering tailored investment solutions.

The role emphasizes relationship management over portfolio management, deep market knowledge, and high integrity, with access to digital tools and a broad range of financial products to help clients monitor and achieve their goals.