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

Location: Kingman, 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 Kingman, AZ branch. In this role, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and expertise to help clients navigate complex financial landscapes, from retirement planning and investment diversification to estate strategies and philanthropic goals. Your success will be measured by your ability to foster deep, enduring client relationships while driving meaningful asset growth in the local Arizona community. Key to this position is your expertise in creating personalized financial plans that align with clients' risk profiles and life aspirations. You will conduct in-depth consultations, analyze market opportunities, and recommend J.P. Morgan's suite of investment products, including equities, fixed income, and alternative assets. Collaboration is essential; you will work closely with internal teams such as lending specialists and tax advisors to provide seamless, holistic advice. In the dynamic financial services industry, staying ahead of economic trends and regulatory changes will be crucial to delivering exceptional value and ensuring client portfolios perform optimally. J.P. Morgan Chase is committed to fostering an inclusive environment where advisors like you can thrive. Based in Kingman, AZ, this role offers the chance to build a rewarding career with one of the world's leading financial institutions, supported by robust training, cutting-edge technology, and a culture of integrity and innovation. If you are passionate about empowering clients to achieve financial security and growth, we invite you to bring your skills to our team and contribute to J.P. Morgan's legacy of excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Kingman, AZ community
• Develop and maintain long-term relationships with clients to understand their financial goals and life objectives
• Conduct comprehensive financial assessments, including risk tolerance analysis and portfolio reviews
• Recommend tailored investment solutions, such as J.P. Morgan mutual funds, ETFs, and alternative investments
• Collaborate with J.P. Morgan specialists in lending, estate planning, and philanthropy to deliver holistic wealth management
• Prospect for new clients through community networking, referrals, and branch events in Kingman
• Ensure all advisory activities comply with J.P. Morgan's ethical standards and regulatory requirements
• Monitor client portfolios and provide ongoing performance updates and adjustments as needed
• Educate clients on market trends, economic factors, and J.P. Morgan's wealth management tools
• Contribute to branch goals by driving asset growth and client satisfaction metrics

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
• At least 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services 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
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working in a J.P. Morgan Chase branch or similar high-net-worth client environment
• Familiarity with retirement planning, estate planning, and tax-efficient investment strategies
• Bilingual skills, particularly Spanish, to serve diverse client bases in Arizona
• Previous success in meeting or exceeding sales targets for financial products and services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Negotiation and advisory persuasion
• Data interpretation and reporting
• Ethical judgment and compliance adherence
• Adaptability to market changes

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 for certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Kingman, AZ location

JP Morgan Chase is an equal opportunity employer.