J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ
Aumni
J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ Location: Scottsdale, AZ, United States Job Information: - Job Identification: 210675013 - Job Category: Advisors - Business Unit: Consumer & Community Banking - Posting Date: 10/08/2025, 08:05 PM - Locations: Scottsdale, AZ, United States - Job Schedule: Full time Job Description At J.P. Morgan Chase, we are enthusiastic about helping our clients, caring for our employees, building relationships, and delivering outstanding customer service while staying committed to diversity and inclusion. Using a broad investment product and thought leadership platform, along with cutting edge digital technology, you will represent our brand and interact with clients to provide the best investment solutions for their financial needs. Job Responsibilities Champion and support your teammates' success and the goals of the bank, fostering a culture of diversity. Build a book of business and deliver personalized investment solutions by focusing on relationship management, not portfolio management. Demonstrate a deep understanding of financial markets and sound business judgement. Exhibit unwavering integrity and act in the best interest of clients. Show passion for educating clients on available technology and channels to better monitor and handle their investments. Provide a holistic view of client needs, offering financial coaching beyond investments. Embrace digital innovations to enable clients to bank when, where, and how they want. Required Qualifications, Capabilities, and Skills At least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated success in client acquisition, cultivation and maintenance of relationships, and partnership integration. Demonstrated ability and commitment to goals-based planning and advice. Valid and active Series 7 license. Valid and active Series 66 (or 63/65) license, or to obtain within 60 days of starting. Valid and active Life, Health and Long-Term Care Insurance license, or to obtain within 60 days of starting. Preferred Qualifications, Capabilities, and Skills Certified Financial Planning certification preferred. Bachelors degree preferred. Investment and Insurance Product Disclaimers Investment and insurance products are not FDIC insured, not insured by any federal government agency, not a deposit or other obligation, and not guaranteed by JPMorgan Chase Bank, N.A. or its affiliates. Products are subject to investment risks, including possible loss of principal. Products are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, and through Chase Insurance Agency, Inc. Products may not be available in all states. Equal Opportunity Employer / Disability / Veterans We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We provide reasonable accommodations for religious practices and mental health or physical disability needs. #J-18808-Ljbffr Aumni
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... ...religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr AumniPrivate client
- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ Arizona, United States Job Description Private Wealth... ...Teams work one‑on‑one with clients to advise and deliver... ...has to offer. Learn More #J-18808-Ljbffr Goldman Sachs Group...SuggestedFull timeWork at office
- Private Wealth Advisor job at BOK Financial. Scottsdale, AZ. Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix... ...of Interest: Wealth Management Pay Transparency Salary... ...Advisor for your clients, with the ability to serve... ...with any questions. #J-18808-Ljbffr Itlearn360SuggestedWork experience placementWork at office
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- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes... ...Teams work one-on-one with clients to advise and deliver... ...global reach. Our Private Wealth Advisors (PWAs) deliver an... ...Orientation/Gender Identity #J-18808-Ljbffr The Goldman Sachs...
- J.P. Morgan Chase is looking for a Private Client Advisor in Scottsdale, Arizona. In this role, you will offer comprehensive financial planning and advice, build client relationships, and provide personalized investment solutions. Required qualifications include at least...Private client
- ...firm in Phoenix, Arizona is seeking a Private Client Advisor to provide comprehensive financial... ...advice. You will help clients build wealth and manage their investments by fostering strong... ...with a focus on diversity and inclusion. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- TwinThread is seeking a Private Client Advisor in Phoenix, Arizona. This role involves delivering personalized... .... The position emphasizes relationship management and providing clients with a... ...financial needs, alongside embracing digital innovations. #J-18808-Ljbffr AumniPrivate client
- Client Service Associates provide exceptional service... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...duties directed by local management ADMINISTRATIVE... ...Business Service Officer Morgan Stanley is an equal... ...information, please visit: #J-18808-Ljbffr Morgan...Private clientWork at officeLocal area
- ...quality provider of wealth management services to... ...we have on our clients' financial... ...Bahnsen Group is a private wealth management... ..., OR; Phoenix, AZ; Austin, TX;... ...ranked as a top advisor by Barron's, Forbes... ...a liftout from Morgan Stanley, where... ...annual bonus #J-18808-Ljbffr...Full timeWork at office
- ...major financial institution is seeking a Private Client Advisor in Phoenix, Arizona. In this role, you... ...and advice to clients of varying wealth. The ideal candidate will have at least... ...through education on available technology. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
$90k - $110k
Our client is seeking to add a Wealth Management Client Associate to their high-performing financial advisory team... ...service support to a team of financial advisors Open and maintain client accounts... ...licensing for approved courses #J-18808-Ljbffr King's Insurance StaffingTemporary work- ...leading global financial services firm is seeking a Private Banker to provide holistic wealth management solutions to clients. The role involves managing client relationships... ...dynamic working environment to develop one's career further. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
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- ...firm and is seeking Project Managers in Water Resource Planning programs. Our client collaborates with public agencies and private businesses across regional,... ...Preferred, registered P.E. or ability to attain starting... ...72 hours of application #J-18808-Ljbffr Trinity ConsultantsPrivate clientFor subcontractor
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$62.5k - $87.5k
Nuveen is looking for a Wealth Client Relationship Manager in Phoenix, AZ, to partner with Wealth Management Advisors and support high-net worth clients. This hybrid position requires... ...benefits including a retirement program and wellness offerings. #J-18808-Ljbffr Nuveen- A financial services firm in Scottsdale is seeking a Relationship Manager in Advice & Wealth Management to manage ultra-high-net-worth clients. The role involves building strong relationships... ...a pathway for professional growth. #J-18808-Ljbffr Kyler Professional Search
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$130k - $140k
...Technology & HR Our client is a vertically... ...platform managing a diverse portfolio... ...accounting and private industry roles.... ...for this job Scottsdale, AZ $140,000.00-$16... ..., Private Wealth Client Services... ...Development - W.P. Carey School of... ...help of AI. #J-18808-Ljbffr ConexusPrivate clientFull timeInterim roleWork at office- OPPORTUNITY The Tax Manager will join a growing Tax... ...and now serves over 400 client households. This is a... ...Beach, CA or Phoenix, AZ. The Tax Department is... ...work closely with Private Wealth Advisors in a highly collaborative... ...Discretionary annual bonus #J-18808-Ljbffr The...Full timeWork at office
- ...leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. This role involves... ...experience, excellent relationship management skills, and required financial licenses... ...digital tools to enhance client engagement. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
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- ...services firm in Phoenix is seeking a Private Client Advisor to offer financial planning and investment... ...of experience, strong relationship management skills, and the necessary financial licenses... ...salary and a comprehensive benefits package. #J-18808-Ljbffr JPMorgan ChasePrivate client
- ...services firm in Phoenix is seeking a Private Client Advisor to deliver tailored investment solutions... ...strong background in client relationship management and financial services, with relevant... ...care, retirement savings, and mental health support. #J-18808-Ljbffr JPMorganChasePrivate client
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