J.P. Morgan Wealth Management – Private Client Advisor - Scottsdale, AZ ( Bell & Thomson Peak)

Location: Scottsdale, 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 Scottsdale, AZ branch at Bell & Thomson Peak. In this branch-based role, you will serve as a trusted financial advisor to high-net-worth individuals and families, delivering comprehensive wealth management solutions that align with their unique goals and life stages. Leveraging J.P. Morgan's global resources and cutting-edge investment tools, you will provide personalized advice on everything from retirement planning and investment strategies to estate and tax optimization, helping clients navigate the complexities of the financial landscape in the dynamic Scottsdale market. Your primary focus will be on building and nurturing enduring client relationships through proactive engagement, in-depth financial assessments, and customized portfolio recommendations. Collaborating with our team of specialists, you will integrate J.P. Morgan's suite of services—including banking, lending, and advisory—to create holistic plans that drive client success. This position demands a client-centric approach, where you will prospect for new opportunities within the local community, ensure seamless execution of strategies, and maintain the highest standards of regulatory compliance in line with FINRA and SEC guidelines. As a Private Client Advisor, you will thrive in a supportive, high-performance environment that values integrity, innovation, and excellence. With access to J.P. Morgan's renowned research and technology platforms, you will stay ahead of market trends and deliver exceptional value to clients. This role offers significant growth potential within one of the world's leading financial institutions, where your expertise can make a meaningful impact on clients' financial futures while advancing your own career in wealth management.

Key Responsibilities

• Develop and maintain long-term relationships with high-net-worth individuals and families in the Scottsdale area, providing tailored financial advice
• Conduct comprehensive financial planning assessments, including retirement, estate, tax, and investment strategies
• Recommend and implement personalized investment portfolios using J.P. Morgan's proprietary tools and research
• Collaborate with branch teams and specialists to deliver holistic wealth management solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in Bell & Thomson Peak
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and adjust strategies based on market conditions and life events
• Educate clients on J.P. Morgan Wealth Management products, such as banking, lending, and advisory services
• Participate in branch events and initiatives to enhance client experience and business growth
• Document client interactions and maintain accurate records in 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 advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to thrive in a branch-based setting with a focus on personalized client service
• Clean regulatory history and adherence to FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in the Scottsdale or Arizona market
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial planning and analysis
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Sales and prospecting techniques
• CRM software proficiency (e.g., Salesforce)
• Knowledge of tax and estate planning
• Emotional intelligence and empathy
• Time management and organization
• Market research and trend analysis
• Negotiation and advisory consulting
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans 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
• Employee stock purchase plan and access to J.P. Morgan's financial wellness programs
• Wellness benefits, such as gym memberships and mental health resources
• Relocation assistance for eligible candidates moving to Scottsdale, AZ

JP Morgan Chase is an equal opportunity employer.