JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Tucson, AZ (Broadway and Country Club)
Tucson, AZ · Full-time · Posted May 19, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning, investment advice, and financial coaching to individuals and families while building client relationships and referring clients to Chase partners.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial planning, advice, and coaching beyond investments.
- Educate clients on digital tools and channels for managing their investments and banking.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating 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, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
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