U.S. Private Bank - Associate - National Client Team

Location: Phoenix, AZ, United States

Job Family: Client Advisory

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The U.S. Private Bank - Associate - National Client Team position in Phoenix, AZ, offers an exciting opportunity to join a dynamic team dedicated to delivering premier, holistic financial advisement to high net worth individuals and families. As an Associate, you will play a pivotal role in providing personalized wealth management solutions, leveraging JP Morgan's extensive resources to help clients achieve their financial goals. This role is ideal for professionals passionate about client advisory in a collaborative, high-performance environment within the financial services industry. Your primary focus will be on building and maintaining strong relationships with national clients, offering expert guidance on investments, lending, philanthropy, and legacy planning. You will work closely with senior advisors and specialists to create customized strategies that align with each client's unique needs, while ensuring all recommendations adhere to the highest standards of compliance and risk management. In this position, you will conduct in-depth financial analyses, prepare insightful reports, and facilitate seamless coordination across JP Morgan Chase's global network to enhance client outcomes. Joining the U.S. Private Bank means becoming part of a prestigious institution known for its commitment to excellence and innovation in private banking. We value diverse perspectives and provide robust support for professional growth, including access to cutting-edge tools and continuous training. If you thrive in a fast-paced setting and are driven by the opportunity to make a meaningful impact on clients' financial futures, this role at JP Morgan Chase in Phoenix offers unparalleled potential for career advancement and personal fulfillment.

Key Responsibilities

• Provide holistic financial advice to high net worth clients, including investment strategies, retirement planning, and wealth transfer solutions
• Collaborate with the National Client Team to deliver personalized service and support to clients across the U.S.
• Conduct client meetings, both virtual and in-person, to assess needs and recommend tailored financial products from JP Morgan Chase
• Monitor client portfolios, analyze market trends, and adjust strategies to optimize returns and mitigate risks
• Partner with internal specialists in lending, philanthropy, and family office services to offer comprehensive advisory support
• Maintain accurate records of client interactions and ensure compliance with regulatory standards such as SEC and FINRA
• Develop and nurture long-term client relationships to drive retention and identify opportunities for asset growth
• Assist in preparing financial reports, performance reviews, and educational materials for client advisory sessions
• Contribute to team initiatives aimed at enhancing client experience and operational efficiency within the U.S. Private Bank

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Active Series 7 and Series 66 licenses, or willingness to obtain them promptly
• Proven track record of managing client relationships with high net worth individuals
• Strong understanding of investment products, estate planning, and tax strategies
• Excellent analytical skills with proficiency in financial modeling and portfolio analysis
• Ability to work collaboratively in a team environment while maintaining client confidentiality

Preferred Qualifications

• Advanced degree such as MBA or CFP certification
• Experience working with ultra-high net worth clients in a private banking setting
• Familiarity with JP Morgan Chase's proprietary wealth management platforms
• Previous role in a national client team or similar advisory capacity at a major financial institution
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Phoenix

Required Skills

• Financial analysis and portfolio management
• Client relationship management
• Investment strategy development
• Regulatory compliance knowledge (SEC, FINRA)
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Excellent communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Team collaboration and leadership
• Risk assessment and mitigation
• Estate and tax planning expertise
• Data interpretation and reporting
• Customer service orientation
• Adaptability to market changes
• Ethical decision-making in high-stakes environments

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 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 JP Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Flexible work arrangements, including hybrid options in Phoenix, AZ

JP Morgan Chase is an equal opportunity employer.