J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)
On-site · Phoenix, Arizona, United States
Job Summary
Private Client Advisor position in J.P. Morgan Chase Wealth Management serving individuals and families with comprehensive financial planning and investment solutions. You will build a book of business, rely on leadership and relationship-building to deliver personalized advisory services, educate clients on digital tools, and work with partners to deepen client relationships. Requires Series 7 and Series 66 (or obtain within 60 days), Life/Health/LTC licenses (or obtain within 60 days), and bilingual proficiency in English and Mandarin; preferred CFP and Bachelor’s degree. Based in Phoenix, AZ (onsite role).
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
- Bilingual in English and Mandarin required
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