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Private Wealth Advisor: Holistic Planning & Digital Tools
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-06-26
Listing for:
TwinThread
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
J.P. Morgan Chase is hiring a Private Client Advisor in Phoenix, Arizona. This role requires providing comprehensive financial planning and relationship management to a diverse client base. The advisor will build personalized investment solutions, support client financial goals, and foster a culture of inclusivity.
The ideal candidate will have at least 2 years of experience in financial advising, a valid Series 7 and Series 66 license, and a commitment to educational excellence in investments and technologies. The position offers competitive compensation and a range of benefits.
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