JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Bullhead City, AZ
Bullhead City, AZ · Full-time · Posted Feb 19, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and business while helping clients use digital banking tools.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management.
- Provide holistic financial coaching and educate clients about investment technology and digital channels.
- Support teammates and bank goals while delivering a strong client experience.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, client relationship management, and working with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
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