Wealth Advisor for Private Clients & Planning

JPMorgan Chase & Co.; Gilbert (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. invites an experienced Private Client Advisor to join Chase Wealth Management in Gilbert, AZ.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging JPM's broad product platform and digital tools. You will grow a book of business, emphasize relationship management, and collaborate with partners to provide an exceptional investor experience while maintaining the highest standards of integrity and client

Qualifications

• 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 license.
• 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.

Responsibilities

• 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 your clients by relying on leadership and relationship-building skills.
• 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 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

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. invites an experienced Private Client Advisor to join Chase Wealth Management in Gilbert, AZ.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging JPM's broad product platform and digital tools. You will grow a book of business, emphasize relationship management, and collaborate with partners to provide an exceptional investor experience while maintaining the highest standards of integrity and client