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

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 Oldtown branch in Scottsdale, AZ. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's global resources, cutting-edge research, and innovative tools to help clients achieve their financial goals, from retirement planning and investment diversification to estate strategies and philanthropic endeavors. This position offers the opportunity to build lasting relationships in the vibrant Scottsdale community while contributing to the firm's mission of empowering clients to pursue their passions with confidence. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending personalized investment portfolios that align with risk tolerances and objectives. You will collaborate closely with J.P. Morgan's network of experts, including investment bankers and tax specialists, to provide holistic advice that encompasses banking, lending, and wealth transfer planning. Prospecting for new clients through local networking events, referrals, and digital outreach will be key, as you grow your book of business in the competitive Arizona market. Compliance and ethical standards are paramount, ensuring all recommendations adhere to regulatory requirements and J.P. Morgan's rigorous policies. The ideal candidate thrives in a dynamic, client-centric environment and is passionate about the financial services industry. With Scottsdale's affluent demographic and growing economy, this role presents a unique chance to make a meaningful impact while advancing your career at J.P. Morgan Chase. We offer a supportive culture with extensive training, competitive compensation, and pathways for professional growth, positioning you for long-term success in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Scottsdale Oldtown branch
• Develop and implement comprehensive wealth management strategies, including portfolio construction, risk assessment, and retirement planning
• Prospect, acquire, and retain clients through networking, referrals, and community engagement in the local Scottsdale area
• Conduct regular client meetings to review financial goals, performance, and adjust strategies as needed
• Collaborate with J.P. Morgan Wealth Management teams, including investment specialists and bankers, to deliver holistic solutions
• Ensure compliance with all federal and state regulations, including SEC, FINRA, and internal J.P. Morgan policies
• Utilize J.P. Morgan's proprietary tools and research to deliver data-driven insights and recommendations
• Educate clients on market trends, tax implications, and estate planning options tailored to their needs
• Monitor economic conditions and adjust client portfolios to mitigate risks and capitalize on opportunities
• Contribute to branch goals by participating in local events and building J.P. Morgan's presence in Scottsdale

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
• At least 3-5 years of experience in financial services, wealth management, or client advisory 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 independently in a branch-based setting while collaborating with team members
• 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 affluent clients in the Scottsdale or Arizona market
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Previous experience with J.P. Morgan Chase systems or similar enterprise financial platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and trend analysis
• Team collaboration
• Ethical decision-making

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 up to 6%
• 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 onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Scottsdale area

JP Morgan Chase is an equal opportunity employer.