Wealth Advisor - Private Client & Digital Planning

Testing Site - JPMC; Scottsdale (AZ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Job summary

J.P. Morgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, provide advised solutions, and drive client referrals to deepen engagement.

You will work with a team to offer personalized investment strategies, leverage digital channels, and maintain high standards of integrity and service for a diverse client base in Scottsdale, AZ.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship building with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 required; Series 66 within 60 days of start.
• Life, Health and Long Term Care licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationships.
• Provide comprehensive financial planning and client advisory services.
• Demonstrate deep understanding of financial markets and prudent judgement.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Offer a holistic view of clients' needs and financial coaching beyond investments.
• Leverage digital tools to help clients bank how they want, when they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

License: Life/Health/LTC

Education

Bachelor’s degree

CFP certification (preferred)

Job description

J.P. Morgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, provide advised solutions, and drive client referrals to deepen engagement.

You will work with a team to offer personalized investment strategies, leverage digital channels, and maintain high standards of integrity and service for a diverse client base in Scottsdale, AZ.