Private Wealth Advisor - Holistic Financial Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.
You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement. You will need at least 2 years in a financial advisory role, hold a Series 7 and Series 66 (63/65) licenses or obtain them within 60 days, and maintain Life, Health and Long-Term Care
Join us at Next Frontier Capital as our next Private Wealth Advisor - Holistic Financial Planning in Prescott Valley, AZ, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Prescott Valley, AZ, United States.
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