Wealth Planning Advisor for Private Clients

JPMorgan Chase & Co.; Peoria (AZ); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in the United States.

You will provide comprehensive financial planning and advice to individuals and families, building a broad investment strategy and strengthening client relationships through trusted guidance and solutions. Applicants should have at least 2 years in a financial advisory role, strong client-network skills, and required licenses (Series 7 and Series 66 or to obtain).

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must obtain 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 apply sound judgement.
• Educate clients on technology and channels to monitor investments.
• Maintain integrity and act in the best interests of clients.
• Collaborate with partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity and ethics

Digital channels education

Education

Bachelor’s degree

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC License

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in the United States.

You will provide comprehensive financial planning and advice to individuals and families, building a broad investment strategy and strengthening client relationships through trusted guidance and solutions. Applicants should have at least 2 years in a financial advisory role, strong client-network skills, and required licenses (Series 7 and Series 66 or to obtain).