Wealth Advisor – Private Client Planning & Growth

Aumni; Phoenix (AZ); On-site; USD 95,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Phoenix, AZ is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build strong relationships, utilize digital tools, and collaborate with partners to meet a broad range of client needs. You will provide holistic financial coaching, maintain the highest ethical standards, and help clients monitor and adjust their portfolios while supporting Chase’s commitment to inclusion and

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and financial advice.

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.
• 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

Client relationships

Financial planning

Investment knowledge

Team collaboration

Education

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Phoenix, AZ is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build strong relationships, utilize digital tools, and collaborate with partners to meet a broad range of client needs. You will provide holistic financial coaching, maintain the highest ethical standards, and help clients monitor and adjust their portfolios while supporting Chase’s commitment to inclusion and