Private Client Advisor: Wealth Planning & Relationships
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-03-01
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Your role involves building client relationships and delivering tailored investment solutions, combining your skills in client acquisition and market expertise. With a focus on digital innovations, you will educate clients about their investments, ensuring an exceptional client experience. Required qualifications include at least 2 years of experience, valid financial licenses, and bilingualism in English and Mandarin.
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