Wealth Planning Advisor for Private Clients

JPMorganChase; Tucson (AZ); On-site; USD 80,000 - 100,000; Full time

Job summary

JPMorganChase in Tucson, Arizona is seeking a Private Client Advisor to deliver personalized investment solutions while cultivating strong client relationships. The role involves championing teammate success and supporting diverse and inclusive practices.

Eligible candidates will have at least 2 years of experience as a Financial Advisor, possess necessary licenses, and demonstrate success in goals-based planning. A Bachelor's degree and CFP® certification are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability to obtain Series 66 and Life, Health and Long Term Care Insurance licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and manage their investments.
• Provide holistic financial coaching beyond investments.

Skills

Client relationship management

Financial services experience

Goals-based planning

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase in Tucson, Arizona is seeking a Private Client Advisor to deliver personalized investment solutions while cultivating strong client relationships. The role involves championing teammate success and supporting diverse and inclusive practices.

Eligible candidates will have at least 2 years of experience as a Financial Advisor, possess necessary licenses, and demonstrate success in goals-based planning. A Bachelor's degree and CFP® certification are preferred.