Chase · 1 month ago
J.P. Morgan Wealth Management National Branch Personal Advisor - Tempe, AZ
150 W University Dr, Tempe, AZ, 85281, US
Full-time
Onsite
Mid Level
3+ years expChase is a leading financial services firm, and they are seeking a Personal Advisor for J.P. Morgan’s Wealth Management’s National Branch. In this role, you will partner with clients to create custom financial plans, providing advice and support while leveraging top-tier technology and a team-based environment.
BankingFinancial Services
Responsibilities
Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
Convert high quality leads into new clients and help to maintain those relationships
Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day
Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals
Qualification
Required
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
This role requires you to be licensed in all states
Preferred
At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
Bachelor's degree preferred
CFP preferred
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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