J.P. Morgan Wealth Management – Private Client Advisor - Scottsdale, AZ
On-site · Scottsdale, Arizona, United States
Job Summary
Role: Private Client Advisor in Chase Wealth Management; provide comprehensive financial planning and advice to individuals and families. Build a book of business and deliver personalized investment solutions with a focus on relationship management, leveraging leadership and client referrals. Educate clients on technology and digital channels to monitor and manage investments, and offer holistic financial coaching beyond investments. Embrace digital innovations to enable clients to bank wherever and whenever they choose.
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
- INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
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