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Financial Consultant Financial Advisor

Personal Wealth Advisor — Custom Financial Planning

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is looking for a Personal Advisor in Tempe, AZ. The role involves creating personalized financial plans for clients and advising on investment portfolios. Candidates must have a Series 7 and a Series 66 license or the ability to obtain one. Three years of relevant financial services experience and a bachelor's degree are preferred. This position offers the chance to work in a supportive team environment focused on client relationships.
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