Wealth Advisor: Holistic Planning & Investments

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Phoenix invites an experienced Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will help clients meet their financial goals by offering advised solutions and leveraging Chase partner referrals to deepen relationships. You will build a local book of business, stay current on market developments, and guide clients through digital tools to monitor and manage their investments with integrity and a client-first

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and maintain relationships with partners.
• Commitment to goals-based planning and personalized financial advice.
• Must hold or obtain Series 7 license within 60 days.
• Must hold or obtain Series 66 license within 60 days.
• Must hold or obtain Life, Health and Long-Term Care licenses within 60 days.

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. This will be done with a consistent focus on relationship management, not portfolio management
• 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 acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Phoenix invites an experienced Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will help clients meet their financial goals by offering advised solutions and leveraging Chase partner referrals to deepen relationships. You will build a local book of business, stay current on market developments, and guide clients through digital tools to monitor and manage their investments with integrity and a client-first