JPMorgan Chase Jobs – Private Client Advisor

Job Description:

As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Requirements:

• Demonstrated ability and commitment to goals-based planning and advice
• Bachelor’s degree preferred
• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Certified Financial Planning (CFP®) certification is preferred
• 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
• 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
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

Job Details:

Company:  J.P. Morgan

Vacancy Type:  Full Time

Job Location: Phoenix, AZ, US

Application Deadline: N/A

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