Wealth Advisor – Holistic Planning & Digital Solutions

JPMorganChase; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Private Client Advisor in Phoenix, Arizona, to offer comprehensive financial planning and solutions to clients. The role requires strong relationship management skills and a commitment to providing exceptional client service, while also fostering a diverse workplace culture.

The ideal candidate will have at least 2 years of experience in financial advising and must hold relevant licenses. This position offers an opportunity to make a significant impact on clients' financial well-being.

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.
• A valid and active Series 7 license is required.
• A valid and active Series 66 license is required or must be obtained within 60 days.
• A valid Life and Health Insurance license is required or must be obtained within 60 days.

Responsibilities

• Support teammates' success and goals while fostering a diverse culture.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on available technology for managing their investments.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Bilingual in English and Mandarin

Education

Bachelor's degree

Certified Financial Planner (CFP) certification

Job description

JPMorganChase is seeking a Private Client Advisor in Phoenix, Arizona, to offer comprehensive financial planning and solutions to clients. The role requires strong relationship management skills and a commitment to providing exceptional client service, while also fostering a diverse workplace culture.

The ideal candidate will have at least 2 years of experience in financial advising and must hold relevant licenses. This position offers an opportunity to make a significant impact on clients' financial well-being.