Wealth Advisor: Holistic Planning & Client Growth

Testing Site - JPMC; Phoenix (AZ); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will leverage leadership and relationship-building to deliver personalized investment solutions and deepen client relationships across digital channels. The role requires 2+ years in financial services, active licensure (Series 7, 66) and applicable insurance licenses, with CFP preferred and a bachelor’s degree preferred.

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.

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

Financial advisor experience

Client relationship management

Goals-based planning

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Education

Bachelor’s degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will leverage leadership and relationship-building to deliver personalized investment solutions and deepen client relationships across digital channels. The role requires 2+ years in financial services, active licensure (Series 7, 66) and applicable insurance licenses, with CFP preferred and a bachelor’s degree preferred.