Wealth Advisor — Private Client Planning & Relationships

JPMorgan Chase & Co.; Prescott Valley (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

J.P. Morgan Chase, operating Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You’ll build trusted relationships, leverage digital tools, and offer tailored solutions to meet clients’ financial goals.

You will educate clients on available channels and maintain an investor-centric experience while navigating a broad product platform and partnership referrals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license is required and Series 66 (63/65) must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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

Job description

J.P. Morgan Chase, operating Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You’ll build trusted relationships, leverage digital tools, and offer tailored solutions to meet clients’ financial goals.

You will educate clients on available channels and maintain an investor-centric experience while navigating a broad product platform and partnership referrals.