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Private Client Advisor: Holistic Wealth & Digital Insight
Job in
Buckeye, Maricopa County, Arizona, 85326, USA
Listed on 2026-07-07
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JPMorgan Chase is hiring a Private Client Advisor in Buckeye, Arizona, to drive personalized investment solutions while ensuring the highest standards of client service. This role involves supporting teammates in delivering exceptional financial planning to clients, educating them about technology, and building lasting relationships.
The ideal candidate will have at least 2 years of relevant financial services experience, strong client acquisition skills, and necessary certifications including Series 7 and Series 66 licenses. A bachelor's degree and CFP certification are preferred.
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