Wealth Planning Advisor — Private Client Relationships

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Phoenix seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships and provide personalized solutions to meet their financial needs. The role emphasizes goals-based planning, client acquisition, and collaboration with partners while upholding integrity and compliant practices.

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 license.
• Active Series 66 (63/65) license required or within 60 days of start.
• Active Life, Health, and Long Term Care Insurance licenses or within 60 days of start.

Responsibilities

• Champion teammates’ success and promote diversity.
• Build a book of business and deliver personalized investment solutions with emphasis on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Act with integrity and focus on doing right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank when and where they choose.

Skills

2+ years experience

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

CFP certification (preferred)

Education

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. in Phoenix seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships and provide personalized solutions to meet their financial needs. The role emphasizes goals-based planning, client acquisition, and collaboration with partners while upholding integrity and compliant practices.