J.P. Morgan Wealth Management – Private Client Advisor - Phoenix, AZ (Central Phoenix)
On-site · Phoenix, Arizona, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for offering comprehensive financial planning and investment advice to individuals and families, building a book of business, delivering personalized investment solutions, educating clients on technology and digital channels, and collaborating with partners to deepen client relationships. Requires relationship-management skills, understanding of financial markets, integrity, and the ability to guide clients through goals-based planning; licenses including Series 7, Series 66, and Life/Health/LTC insurance are required or must be obtained within 60 days. Preferred CFP certification and bachelor’s degree.
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, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- 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
- Bachelor’s degree preferred or higher
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