J.P. Morgan Wealth Management – Private Client Advisor - Goodyear, AZ

Location: Goodyear, AZ, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Goodyear, AZ branch. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their unique financial goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources and cutting-edge tools to provide personalized advice on investments, retirement planning, estate strategies, and more. Our Private Client Advisors play a pivotal role in helping clients navigate complex financial landscapes, fostering long-term relationships built on trust and expertise in the dynamic financial services industry. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored investment portfolios from J.P. Morgan's suite of products, including equities, fixed income, and alternative investments. You will collaborate with cross-functional teams, such as J.P. Morgan bankers and specialists, to offer integrated solutions that encompass lending, philanthropy, and tax-efficient planning. Success in this position requires a client-centric approach, where you proactively identify opportunities to grow assets under management while ensuring all recommendations comply with stringent regulatory standards set by FINRA and the SEC. J.P. Morgan Wealth Management is committed to empowering advisors with robust support, including advanced technology platforms, ongoing training, and a collaborative culture that values innovation and integrity. Based in the vibrant Goodyear community, you will contribute to our mission of making a positive impact on clients' lives while advancing your career in one of the world's leading financial institutions. If you are passionate about financial advisory and ready to thrive in a high-performance environment, this opportunity offers unparalleled growth potential in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Goodyear, AZ branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients through relationship-building, networking, and referrals within the local community
• Conduct financial needs assessments, portfolio reviews, and ongoing monitoring to ensure alignment with client objectives
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Educate clients on J.P. Morgan Wealth Management products such as investment portfolios, retirement planning, and insurance options
• Track and report on client portfolio performance, market trends, and advisory outcomes to drive business growth
• Participate in branch events, seminars, and community outreach to enhance J.P. Morgan's presence in Goodyear
• Maintain accurate client records in J.P. Morgan's CRM systems and adhere to data privacy standards

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Residency or willingness to relocate to Goodyear, AZ

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Arizona
• Previous success in meeting or exceeding sales targets in wealth management
• Knowledge of local market dynamics in the Phoenix metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and trend analysis
• Team collaboration
• Ethical judgment in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Goodyear area

JP Morgan Chase is an equal opportunity employer.