J.P. Morgan Wealth Management – Private Client Advisor - Phoenix, AZ (Biltmore)

Location: Phoenix, 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 prestigious branch in Phoenix, AZ, at the Biltmore location. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and tailored advice to high-net-worth individuals and families in the vibrant Phoenix community. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to estate planning, ensuring their wealth is protected and grows in alignment with their unique goals. This position offers the opportunity to thrive in a collaborative environment where innovation meets tradition in wealth management. Your primary focus will be on cultivating deep, trust-based relationships with clients, providing holistic financial guidance that encompasses retirement planning, tax optimization, philanthropy, and multi-generational wealth transfer. You will collaborate seamlessly with J.P. Morgan's network of specialists in private banking, lending, and alternative investments to deliver integrated solutions that set us apart in the industry. By staying attuned to market dynamics and client needs, you will proactively adjust portfolios and recommend opportunities, all while upholding the highest standards of integrity and compliance with FINRA and SEC regulations. We value advisors who are passionate about client success and committed to professional growth. In this role, you will engage in continuous learning through J.P. Morgan's renowned training programs, gaining access to cutting-edge tools and insights that empower you to excel. If you are a results-oriented professional with a proven track record in financial services, join us to make a meaningful impact on clients' financial futures while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Build and nurture long-term relationships with private clients through proactive outreach and exceptional service
• Conduct financial needs assessments and deliver holistic advice on retirement, estate planning, tax strategies, and philanthropy
• Collaborate with J.P. Morgan specialists in banking, lending, and investment management to offer integrated solutions
• Monitor client portfolios, market trends, and economic conditions to adjust strategies and ensure performance alignment
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Prospect for new clients within the Phoenix Biltmore community through networking, referrals, and branch events
• Educate clients on J.P. Morgan Wealth Management products, including mutual funds, ETFs, and alternative investments
• Maintain accurate records of client interactions and financial plans using J.P. Morgan's proprietary systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Phoenix, AZ, with flexibility for client meetings
• 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 with high-net-worth individuals and families in the Southwest region
• Bilingual proficiency in English and Spanish to serve diverse Phoenix clientele
• Previous experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Regulatory knowledge (FINRA, SEC compliance)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Risk assessment and management
• Sales and prospecting techniques
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• Team collaboration with internal specialists
• Adaptability to economic and 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 opportunities, including tuition reimbursement and certification support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health resources, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to Phoenix, AZ

JP Morgan Chase is an equal opportunity employer.