Wealth Management Private Client Advisor

Aumni; Gilbert (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Gilbert, AZ, to provide comprehensive financial planning to diverse clients. The ideal candidate will have at least 2 years experience in financial services and a strong focus on relationship management.

As a Private Client Advisor, you will build a business, offer personalized investment solutions, and educate clients on managing their investments effectively. This role requires strong ethical standards and a commitment to exceptional service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.
• Educate clients on technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Investment solutions

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Gilbert, AZ, to provide comprehensive financial planning to diverse clients. The ideal candidate will have at least 2 years experience in financial services and a strong focus on relationship management.

As a Private Client Advisor, you will build a business, offer personalized investment solutions, and educate clients on managing their investments effectively. This role requires strong ethical standards and a commitment to exceptional service.