J.P. Morgan Wealth Management - National Branch Personal Advisor - Tempe, AZ
On-site · Tempe, Arizona, United States
Job Summary
Personal Advisor in J.P. Morgan Wealth Management's National Branch Advising group partners with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build personalized financial plans, and match clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide ongoing advice to existing clients, helping navigate their changing financial priorities. This role operates in a full-time office environment to support a full book of clients and requires licenses (Series 7 and Series 66) with ability to obtain where needed, plus state licensing. The team emphasizes a solution-oriented, holistic planning approach and strong organizational skills.
Required Qualifications
- Active Series 7 license
- Active Series 66 license (63/65) or ability to obtain within 60 days of starting
- License in all states (state licensing)
- Bachelor's degree preferred (as a qualification)
- Experience in financial services or brokerage preferred (3+ years)
- CFP preferred
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