Wealth Planner & Private Client Advisor

JPMorganChase; Green Valley (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families. The role emphasizes building strong client relationships, delivering personalized investment solutions, and leveraging digital tools for an enhanced client experience.

The position requires applicable financial licenses (Series 7, Series 66) with a 60-day start window, plus Life/Health/LTC licenses where applicable, and a

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 license.
• 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 focusing on relationship management.
• 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 them to monitor 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 and relationship mg

Goals-based planning

Regulatory licensing (Series 7)

Regulatory licensing (Series 66)

Life, Health, LTC insurance license

Interpersonal communication

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families. The role emphasizes building strong client relationships, delivering personalized investment solutions, and leveraging digital tools for an enhanced client experience.

The position requires applicable financial licenses (Series 7, Series 66) with a 60-day start window, plus Life/Health/LTC licenses where applicable, and a