Wealth Advisor: Relationship-Driven Investment Guidance

JP Morgan Chase; Scottsdale (AZ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

On-site health and wellness centers

Job summary

JPMorgan Chase in the United States is seeking a skilled Financial Advisor to build a client book and provide personalized investment solutions. You will leverage leadership and relationship-building skills to drive growth while delivering expert advisory services and maintaining a client-centric mindset.

The role requires active securities licenses (Series 7 and Series 66) and a life/health/LTC license, with overtime focus on educating clients about digital tools and channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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.
• Educate clients on the technology and channels available to 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 acquisition

Relationship building

Goals-based planning

Series 7 license

Series 66 license (63/65)

Life, health, and LTC license

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase in the United States is seeking a skilled Financial Advisor to build a client book and provide personalized investment solutions. You will leverage leadership and relationship-building skills to drive growth while delivering expert advisory services and maintaining a client-centric mindset.

The role requires active securities licenses (Series 7 and Series 66) and a life/health/LTC license, with overtime focus on educating clients about digital tools and channels.