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Wealth Advisor: Personal Financial Planner

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Tempe, AZ is seeking a Personal Advisor to provide customized financial planning for clients. In this role, you'll leverage your investment advising skills to build personal relationships, convert leads, and educate clients on financial products. Required qualifications include having an active Series 7 license and the ability to obtain a Series 66 license. This position offers a competitive compensation package and various benefits, fostering a supportive environment for career development.
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