Wealth Advisor - Holistic, Client-First Planning

Aumni; Phoenix (AZ); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Phoenix, AZ. The role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. With a required minimum of 2 years in a Financial Advisor position, candidates must possess Series 7 and 66 licenses, as well as a strong dedication to client success. The company offers a competitive rewards package, including salary and potential commissions, while underscoring a commitment to diversity and employee wellbeing.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Champion and support your teammates’ success while fostering a culture of diversity.
• Build personalized investment solutions focusing on relationship management.
• Educate clients on technology and available channels for investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Educating clients

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 License

Series 66 License (63/65)

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Phoenix, AZ. The role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. With a required minimum of 2 years in a Financial Advisor position, candidates must possess Series 7 and 66 licenses, as well as a strong dedication to client success. The company offers a competitive rewards package, including salary and potential commissions, while underscoring a commitment to diversity and employee wellbeing.