JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Scottsdale, AZ (Bilingual in English and Spanish Required)
Scottsdale, AZ · Full-time · Posted Oct 5, 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.
What you'll do
- Build a book of business and provide personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Educate clients on financial technology and provide broader financial coaching beyond investments.
- Support teammates and bank goals while delivering client-focused service and fostering diversity.
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 working with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7; Series 66 (63/65) license and Life, Health and Long Term Care Insurance license, or obtain each within 60 days of starting.
- Bilingual in English and Spanish.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative