J.P. Morgan Wealth Management – Private Client Advisor - Scottsdale, AZ ( Bell & Thomson Peak)
On-site · Scottsdale, Arizona, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions with a focus on relationship management, while educating clients on technology and digital channels to monitor and manage investments; collaborate with partners to deepen client relationships and offer holistic financial coaching beyond investments; demonstrate industry knowledge of financial markets and apply sound business judgment, integrity, and technology-enabled service to help clients bank when, where, and how they want.
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 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Bachelor’s degree preferred
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