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

Location: Sun City, 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 Sun City, AZ branch. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources, cutting-edge investment tools, and a client-centric approach to help clients achieve their financial goals, from retirement planning to estate strategies. This position is ideal for a seasoned professional passionate about building lasting relationships in a dynamic, supportive team environment within one of the world's leading financial institutions. Your primary focus will be on providing holistic financial advice, including portfolio construction, asset allocation, and risk management, while ensuring all recommendations align with J.P. Morgan's high standards of integrity and compliance. You will engage with clients through in-person consultations, virtual meetings, and ongoing portfolio reviews, identifying opportunities to enhance their wealth through J.P. Morgan's diverse offerings such as mutual funds, ETFs, and alternative investments. Collaboration with branch colleagues, including Chase bankers, will be key to delivering seamless, integrated services that address clients' banking, lending, and advisory needs. In Sun City, AZ, you will contribute to growing our local presence by networking within the community and attracting new clients seeking personalized guidance in a vibrant retirement destination. Success in this role requires a deep commitment to client success, strong ethical judgment, and the ability to thrive in a fast-paced financial services landscape. J.P. Morgan Wealth Management offers unparalleled support, including advanced training and technology, to empower you to excel and advance your career while making a meaningful impact on clients' financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients by understanding their financial goals, risk tolerance, and life objectives
• Conduct client meetings, financial reviews, and portfolio analyses to recommend tailored investment strategies using J.P. Morgan's proprietary tools
• Collaborate with branch teams, including bankers and specialists, to deliver holistic financial services and referrals
• Identify opportunities to grow client assets under management through proactive outreach and needs-based selling
• Ensure all advisory activities comply with J.P. Morgan's policies, SEC, and FINRA regulations
• Educate clients on market trends, retirement planning, estate strategies, and tax-efficient investing
• Monitor client portfolios and adjust recommendations based on economic changes and performance metrics
• Participate in community events in Sun City, AZ, to build brand awareness and attract new clients
• Maintain accurate records of client interactions and transactions in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, 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
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work independently in a branch environment while collaborating with team members
• Clean regulatory history with no U at Securities Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA)

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with high-net-worth individuals or families in a private banking context
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Sun City, AZ
• Previous experience in a J.P. Morgan Chase branch or similar financial institution

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 negotiation techniques
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Market research and economic trend analysis
• CRM system expertise (e.g., Salesforce)
• Ethical decision-making
• Adaptability to client needs and market volatility

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 programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other investment opportunities
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, plus commuter benefits for Sun City, AZ location

JP Morgan Chase is an equal opportunity employer.