Wealth Advisor: Private Client Solutions

Fairygodboss; Peoria (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase, a leader in financial services, seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to a diverse set of clients.

You will build relationships, educate clients on digital tools, and collaborate with partners to deepen client engagements while upholding the highest standards of integrity and fiduciary duty.

Qualifications

• Requires at least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability in client acquisition and maintaining client relationships.
• Demonstrated commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services.
• Demonstrate understanding of financial markets and sound judgment.
• Promote integrity and fiduciary responsibility with clients.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enable clients to bank anytime, anywhere.

Skills

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/ LTC license

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase, a leader in financial services, seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to a diverse set of clients.

You will build relationships, educate clients on digital tools, and collaborate with partners to deepen client engagements while upholding the highest standards of integrity and fiduciary duty.