Wealth Advisor: Personal Investment & Planning

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

Job summary

JPMorgan Chase & Co. in Phoenix seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions to individuals and families.

You will grow a book of business through strong relationships, integrity, and a focus on goals-based planning, while leveraging digital tools and partnerships to enhance the client experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring clients and building relationships with key partners.
• Active Series 7 and Series 66 licenses, or must be obtained within 60 days of start.
• Active Life, Health and Long-Term Care Insurance licenses, or must be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Embrace digital innovations to help clients monitor, maintain, and handle their investments.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Phoenix seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions to individuals and families.

You will grow a book of business through strong relationships, integrity, and a focus on goals-based planning, while leveraging digital tools and partnerships to enhance the client experience.