JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Kingman, AZ
Kingman, 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 investment advice to individuals and families, building client relationships and delivering personalized solutions through J.P. Morgan’s wealth management platform.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management.
- Provide holistic financial coaching and goals-based advice, and educate clients on digital tools and investment channels.
- Support teammates and bank goals while maintaining a strong commitment to client integrity and diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, developing and maintaining client relationships, and partnering effectively.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative