J.P. Morgan Wealth Management – Private Client Advisor - Queen Creek, AZ

JPMorgan Chase & Co. • Queen Creek, AZ

3h

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients ranging from those just starting to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, helping deepen client relationships.

The role represents J.P. Morgan Chase and uses its investment products, thought leadership, and digital technology to help clients find investment solutions that meet their financial needs. The focus is on relationship management rather than portfolio management. Advisors build a book of business, provide financial coaching beyond investments, and help clients use digital tools and channels to monitor and manage their investments.

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 ability to 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 ability to 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 a deep understanding of financial markets and sound business judgment.
• Act with unwavering integrity and do what is right for clients.
• Educate clients about technology and channels they can use to monitor, maintain, and manage their 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.

Benefits

• Competitive total rewards package, including base salary.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed