J.P. Morgan Wealth Management – Private Client Advisor - Fountain Hills, AZ
On-site · Fountain Hills, Arizona, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families. The role emphasizes relationship management, understanding financial markets, and educating clients on technology and channels to monitor and manage investments. The position supports teammates, upholds integrity, and leverages digital innovations to enable clients to bank how they want — when they want. Required qualifications include Series 7 and Series 66 licenses (or eligibility within 60 days) and Life/Health/Long Term Care licenses, with CFP designation and/or a bachelor’s degreepreferred. The role focuses on goals-based planning and advisory services beyond investments, with an emphasis on client acquisition and strong partnerships.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Preferred: Certified Financial Planning (CFP®) certification; Bachelor’s degree
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