Wealth Advisor - Private Client (Bilingual, Digital-first)

JPMorgan Chase & Co.; Scottsdale (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Scottsdale, AZ, is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will help clients develop holistic plans and leverage the firm's advisory services.

You will build a book of business, nurture client relationships, and guide clients through digital tools while upholding integrity and a client-first mindset. Fluency in English and Spanish is required.

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.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• Bilingual in English and Spanish required

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 the firm’s 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 the firm's 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

Relationship management

Financial planning

Client acquisition

Bilingual English/Spanish

Education

Series 7 license

Series 66 (63/65) license

Life, Health & Long-Term Care license

CFP certification (preferred)

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in Scottsdale, AZ, is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will help clients develop holistic plans and leverage the firm's advisory services.

You will build a book of business, nurture client relationships, and guide clients through digital tools while upholding integrity and a client-first mindset. Fluency in English and Spanish is required.