J.P. Morgan Wealth Management – Private Client Advisor - Kingman, AZ
On-site · Kingman, 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, leveraging leadership and relationship-building skills while educating clients on technology and channels to monitor and manage investments. The role emphasizes relationship management, growing client relationships, providing holistic financial coaching beyond investments, and embracing digital innovations to enable clients to bank when, where, and how they want. The position requires a deep understanding of financial markets, sound business judgment, integrity, and ability to collaborate with partners to meet client needs.
Required Qualifications
- Active Series 7 license
- Active Series 66 (63/65) license or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
Desired Qualifications
- CFP certification preferred
- Bachelor’s degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.