Wealth Advisor — Holistic Planning & Client Growth

JPMorgan Chase & Co.; Tucson (AZ); Hybrid; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Tucson, AZ seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will build trusted relationships, provide advised solutions, and partner referrals to deepen client engagement. You will help clients navigate markets, educate on digital tools, and offer holistic financial coaching beyond investments while upholding the firm’s standards and ethics.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent in financial services.
• Proven success in acquiring and maintaining clients and collaborating with partners.
• Active Series 7 license is required; Series 66 required or to be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship‑driven approach.
• Demonstrate deep understanding of financial markets and sound judgment.
• Uphold high integrity and do right by clients at all times.
• Educate clients on technology and digital channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments and act as a trusted advisor.
• Embrace digital tools to help clients stay connected and access services.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity & ethics

Education

Bachelor's degree

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. in Tucson, AZ seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will build trusted relationships, provide advised solutions, and partner referrals to deepen client engagement. You will help clients navigate markets, educate on digital tools, and offer holistic financial coaching beyond investments while upholding the firm’s standards and ethics.