J.P. Morgan Wealth Management - National Branch Personal Advisor - Tempe, AZ

As a Personal Advisor, you will build long-term, dedicated relationships with your clients. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. 

Job responsibilities

• Provide a holistic view of clients needs and financial coaching beyond investments
• Focus on relationship management not portfolio management relying on leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients
• Demonstrate an advanced understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills, and meticulous planning allow you to support  and guide your customers
• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion
• Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day
• Passion for educating clients on the technology and channels available to them to better monitor and maintain their investments

 

• 2 years in a Financial Advisor role or equivalent financial services experience demonstrating an advanced understanding of financial markets and sound business judgement
• A valid and active Series 7 
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• At least 3 years of success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
   

 

 

• Experience and understanding of investments, wealth planning, credit and banking concepts

• Ability to have a “solution-oriented” mindset to work towards best possible outcomes for all clients

• Leverage a holistic goals-based planning approach to help clients achieve their financial goals

• Strong performance and track record of converting high quality leads into new clients and helping to maintain those relationships

• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach

• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day

• Passion for educating clients on the digital products available to them to better monitor, maintain, and achieve their financial goals.

• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning

• A valid and active Series 7

• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment

• This role requires you to be licensed in all states

• Bachelor’s degree preferred

• CFP preferred

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orie