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Wealth Advisor Private Clients & Planning
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-02-19
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial institution seeks a Private Client Advisor in Phoenix, AZ. The role demands creating personalized investment solutions and building relationships with clients. Candidates should have at least 2 years of experience in a Financial Advisor role and possess relevant financial licenses. Preference is given to those with a Bachelor's degree and CFP® certification. This position offers competitive compensation and a range of employee benefits, emphasizing a strong commitment to diversity and inclusion.
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