J.P. Morgan Wealth Management – Private Client Advisor - Phoenix, AZ - Biligual Spanish/English Preferred

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 Phoenix, AZ branch team. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. Leveraging J.P. Morgan's global resources and innovative platforms, you will help clients navigate complex financial landscapes, from retirement planning and investment strategies to estate and legacy planning. Bilingual Spanish/English proficiency is preferred to better serve our diverse Phoenix community, fostering inclusive relationships and expanding access to high-quality financial advice. Your day-to-day responsibilities will focus on building deep, lasting client partnerships through personalized consultations and proactive engagement. You will analyze clients' financial situations, recommend tailored investment portfolios using J.P. Morgan's suite of products—including equities, fixed income, and alternative assets—and monitor performance to ensure alignment with objectives. Collaboration with J.P. Morgan specialists in banking, lending, and philanthropy will enable you to offer holistic solutions, while adhering to the highest standards of compliance and ethics. Success in this role requires a passion for client success, the ability to thrive in a dynamic branch environment, and a commitment to exceeding growth targets for assets under management. J.P. Morgan Wealth Management is renowned for its client-centric approach and industry-leading expertise, empowering advisors like you to make a meaningful impact. If you are a results-oriented professional with a strong financial services background, this position offers the opportunity to advance your career within one of the world's most respected financial institutions. Join us in Phoenix to help families achieve financial security and prosperity in an ever-evolving market.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Prospect, develop, and nurture long-term relationships with clients through proactive outreach and branch-based interactions
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and wealth transfer discussions
• Recommend and implement J.P. Morgan investment products, such as mutual funds, ETFs, and alternative investments, while ensuring compliance with regulations
• Collaborate with branch teams and specialists to deliver holistic wealth management services, including banking, lending, and trust solutions
• Educate clients on market trends, economic conditions, and portfolio performance to build trust and confidence
• Meet or exceed sales and asset growth targets by identifying opportunities within the client base and referrals
• Maintain accurate records of client interactions, portfolios, and compliance documentation using J.P. Morgan's proprietary systems
• Participate in community events and networking to enhance J.P. Morgan's presence in the Phoenix market
• Stay current with industry developments and J.P. Morgan training to provide cutting-edge advisory services

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) licenses, or ability to obtain within 120 days of hire
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment products, and regulatory compliance
• Ability to work in a branch-based setting with flexible hours including evenings and weekends
• Bilingual proficiency in Spanish and English

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with diverse client populations, including high-net-worth individuals and families
• Knowledge of J.P. Morgan's wealth management products and platforms
• Previous success in meeting sales targets and growing client assets under management
• Familiarity with Phoenix-area market dynamics and local economic factors

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Sales and prospecting techniques
• Regulatory compliance (FINRA, SEC guidelines)
• Bilingual communication in Spanish and English
• Analytical thinking and problem-solving
• Time management and prioritization
• Presentation and public speaking
• CRM software proficiency (e.g., Salesforce or J.P. Morgan systems)
• Risk assessment and mitigation
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic awareness
• Team collaboration and leadership

Benefits

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

JP Morgan Chase is an equal opportunity employer.