Wealth Planning & Client Advisor

JPMorganChase; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and investment solutions to individuals and families, delivering a personalized client experience while building strong relationships. The ideal candidate will have at least 2 years of experience and relevant financial licenses, including Series 7 and 66. The position emphasizes client relationship management and educational support regarding investment technology. Benefits include competitive salary and diverse workplace initiatives.

Responsibilities

• Champion team success and goals of the bank while promoting diversity.
• Build a book of business with personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on available technology to manage their investments.
• Provide holistic view of clients' financial needs.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Financial coaching

Digital innovation

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and investment solutions to individuals and families, delivering a personalized client experience while building strong relationships. The ideal candidate will have at least 2 years of experience and relevant financial licenses, including Series 7 and 66. The position emphasizes client relationship management and educational support regarding investment technology. Benefits include competitive salary and diverse workplace initiatives.