Wealth Advisor: Private Clients & Planning

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will draw on strong relationship skills and digital tools to tailor solutions that meet clients' financial needs.

You will build a book of business, work with partners across the firm, and help clients monitor and adjust strategies with a client-first, integrity-driven approach.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Licenses: Series 7 and Series 66 required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care insurance licenses required or must be obtained within 60 days.
• Bilingual in English and Mandarin is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through relationship-based advice.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold integrity and client-first approach across all interactions.
• Educate clients on digital tools and channels for monitoring and managing investments.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Financial planning

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Bilingual English Mandarin

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will draw on strong relationship skills and digital tools to tailor solutions that meet clients' financial needs.

You will build a book of business, work with partners across the firm, and help clients monitor and adjust strategies with a client-first, integrity-driven approach.