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Wealth Planning Advisor

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-02
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 is seeking a Personal Advisor to create custom financial plans and work closely with clients to navigate their financial goals. The role requires a valid Series 7 and 66 license, alongside strong organizational and interpersonal skills. You will leverage your expertise in investment advising and financial planning to build meaningful relationships and educate clients on available options.

The position offers competitive pay and a robust benefits package.
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