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

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. In this client-centric role, you will deliver comprehensive financial planning and advisory services to affluent individuals and families, helping them achieve their long-term financial goals. As a key member of our high-performing team, you will leverage J.P. Morgan's global resources and innovative tools to provide personalized wealth management solutions, including investment strategies, estate planning, and retirement guidance. This position offers the opportunity to build lasting relationships in a dynamic, growth-oriented market like Scottsdale, where you will play a pivotal role in expanding our presence among high-net-worth clients. Your day-to-day responsibilities will involve conducting in-depth client consultations, analyzing financial situations, and recommending tailored portfolios using J.P. Morgan's proprietary platforms. You will collaborate closely with colleagues across banking, investments, and lending to offer seamless, holistic advice that aligns with clients' unique needs and risk tolerances. Success in this role requires a deep commitment to ethical practices, staying abreast of market trends, and ensuring all recommendations adhere to stringent regulatory standards set by FINRA and the SEC. By fostering trust and delivering exceptional results, you will contribute to J.P. Morgan's reputation as a leader in wealth management. We value professionals who are passionate about financial services and thrive in a collaborative branch environment. This role not only provides competitive compensation and robust benefits but also avenues for career advancement within one of the world's most respected financial institutions. If you are a licensed advisor with a proven track record in client advisory and a desire to make a meaningful impact in the Scottsdale community, we invite you to bring your expertise to J.P. Morgan Wealth Management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Scottsdale area
• Develop and implement tailored wealth management strategies, including portfolio construction, asset allocation, and retirement planning
• Prospect, cultivate, and expand client relationships through networking, referrals, and community engagement
• Conduct comprehensive financial reviews, assess client needs, and recommend suitable J.P. Morgan products and services
• Collaborate with internal teams, including investment specialists and bankers, to deliver holistic solutions
• Ensure all advisory activities comply with J.P. Morgan's risk management policies and regulatory requirements
• Monitor client portfolios and market conditions to proactively adjust strategies and mitigate risks
• Educate clients on financial topics, market trends, and J.P. Morgan's wealth management offerings
• Maintain accurate records in CRM systems and prepare reports for client meetings and internal reviews
• Contribute to branch goals by participating in local business development initiatives

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) 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 long-term client relationships
• Strong understanding of comprehensive financial planning, investment strategies, and risk management
• Ability to thrive in a branch-based environment with a focus on high-net-worth individuals and families
• Compliance with FINRA and SEC regulations, including background check clearance

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 enterprise wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Risk assessment and mitigation
• Regulatory compliance knowledge (FINRA, SEC)
• CRM software proficiency (e.g., Salesforce)
• Market research and trend analysis
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and sales techniques
• Data interpretation 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 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 access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to Scottsdale, AZ

JP Morgan Chase is an equal opportunity employer.