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

Location: Peoria, 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 Peoria, AZ branch. In this role, you will serve as a trusted financial partner to individuals and families, offering comprehensive planning and advice to help them achieve their long-term goals. Leveraging J.P. Morgan's global resources and innovative tools, you will create personalized strategies that encompass investing, retirement planning, estate management, and more. Our branch-based approach emphasizes building deep, lasting relationships in the local community, where you will work closely with clients to navigate complex financial landscapes and deliver exceptional value. As a Private Client Advisor, your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored solutions from J.P. Morgan's robust portfolio of investment products, banking services, and lending options. You will proactively engage with prospects through networking events and referrals, while ensuring all recommendations align with the highest standards of ethics and compliance. Collaboration with internal teams, such as bankers and specialists, will be key to providing holistic wealth management services that set J.P. Morgan apart in the industry. We value advisors who thrive in a dynamic environment and are passionate about empowering clients' financial futures. This position offers the opportunity to grow within one of the world's leading financial institutions, with access to cutting-edge technology and ongoing professional development. If you are a results-oriented professional with a commitment to client success, join J.P. Morgan Wealth Management in Peoria, AZ, and contribute to our mission of reimagining the role of wealth in society.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and retirement strategies
• Conduct comprehensive needs assessments to develop tailored financial plans using J.P. Morgan's proprietary tools and resources
• Prospect, acquire, and retain high-value clients through branch-based networking, referrals, and community engagement in Peoria, AZ
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment solutions
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client goals
• Ensure all advisory activities comply with federal and state regulations, including FINRA and SEC guidelines
• Educate clients on J.P. Morgan's suite of products, including Chase Private Client services and investment options
• Build long-term relationships by delivering exceptional service and proactive advice to enhance client satisfaction
• Participate in branch events and local initiatives to grow J.P. Morgan's presence in the Peoria community
• Maintain accurate records of client interactions and financial plans within J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial advising, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a branch or advisory setting
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a fast-paced branch environment while adhering to J.P. Morgan Chase policies
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with high-net-worth individuals and families in the Southwest region
• Bilingual proficiency in English and Spanish to serve diverse client bases in Peoria, AZ
• Prior experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related field

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data analysis and reporting
• Team collaboration
• 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 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 fitness reimbursements
• Relocation assistance for eligible candidates moving to Peoria, AZ

JP Morgan Chase is an equal opportunity employer.