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Financial Advisor Financial Advisor / Consultant Wealth Management Financial Sales

Wealth Planning & Client Advisor

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and investment solutions to individuals and families, delivering a personalized client experience while building strong relationships. The ideal candidate will have at least 2 years of experience and relevant financial licenses, including Series 7 and 66. The position emphasizes client relationship management and educational support regarding investment technology.

Benefits include competitive salary and diverse workplace initiatives.
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