JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)
Phoenix, AZ +8 · Full-time · Posted Dec 1, 2025
- Location
- Phoenix, AZ
Chandler, AZ
Tempe, AZ
Glendale, AZ
Scottsdale, AZ
Peoria, AZ
Mesa, AZ
Sun City, AZ
Avondale, AZ - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions with a focus on relationship management.
- Provide financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while delivering client-focused service with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and partnering with key teams.
- Valid and active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable within 60 days of starting.
- Bilingual in English and Mandarin.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative