J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Central Phoenix)
AHPCO
At J.P. Morgan Chase, we are dedicated to helping our clients and employees build relationships and deliver exceptional customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform and cutting‑edge digital technology, you will represent our brand, interact with clients, and offer the best investment solutions to meet their financial needs. Job Responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship‑building skills, with a consistent focus on relationship management, not portfolio management. Demonstrate a deep understanding of financial markets and sound business judgment. Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle 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. Required Qualifications, Capabilities, and Skills 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 (or 63/65) license, 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, required or must be obtained within 60 days of starting in the role as a condition of employment. Preferred Qualifications, Capabilities, and Skills Certified Financial Planning (CFP) certification is preferred. Bachelor's degree preferred. We offer a competitive total rewards package that may include base salary, commission‑based pay, discretionary incentive compensation, and a range of benefits such as comprehensive health care coverage, retirement savings plan, backup childcare, tuition reimbursement, and mental health support. Investment and Insurance Product Disclosure 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. Subject to investment risks, including possible loss of the principal amount invested. Equal Opportunity Employer We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. #J-18808-Ljbffr AHPCO
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- 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
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