J.P. Morgan Wealth Management - Private Client Advisor - Tucson
About The Position
As a Private Client Advisor in Chase Wealth Management, you provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those beginning to save to those with significant wealth. You use J.P. Morgan’s investment product and thought leadership platform, alongside digital technology, to offer investment solutions tailored to clients’ financial needs. You deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. The role focuses on relationship management rather than portfolio management. You build a book of business, provide a holistic view of clients’ needs and financial coaching beyond investments, and help clients use digital tools and channels to monitor and manage their investments and bank how, when, and where they want. You also support teammates and bank goals while fostering diversity and inclusion.
Requirements
- 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.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or obtain it within 60 days of starting in the role as a condition of employment.
- Valid and active Life, Health and Long Term Care Insurance license, or obtain it within 60 days of starting in the role as a condition of employment.
Nice To Haves
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Responsibilities
- Champion and support teammates’ success and bank goals while fostering a culture of diversity.
- Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
- Demonstrate understanding of financial markets and sound business judgment.
- Act with integrity and do what is right for clients.
- Educate clients about available technology and channels for monitoring, maintaining, and managing investments.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
