JPMorgan Chase
J.P. Morgan Wealth Management - National Branch Personal Advisor - Tempe, AZ
Tempe, AZ · Full-time · Posted Sep 4, 2026
- Experience
- At least 3 years preferred; no alternative stated.
- Education
- Bachelor’s degree preferred.
About the job
Provides remote financial advice by developing personalized financial plans, recommending investment portfolios, and supporting clients’ changing financial needs.
What you'll do
- Create holistic, goals-based financial plans and match clients with investment portfolios.
- Convert leads into clients and maintain client relationships.
- Educate clients about digital products and advise them on investments, wealth planning, credit, and banking.
What they ask for
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting as a condition of employment.
- Must be licensed in all states.
Nice to have
- At least 3 years of relevant financial services or brokerage experience, with a focus on financial planning.
- Bachelor’s degree and CFP preferred.
Model-written summary · the original posting is authoritative