Talent.com
J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)
J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)JPMorgan Chase & Co. • Peoria, AZ, United States
J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)

J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)

JPMorgan Chase & Co. • Peoria, AZ, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]
At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities
  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • 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
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • Bilingual in English and Mandarin required
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, . OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through . Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, . are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
[job_alerts.create_a_job]

J.P. Morgan Wealth Management – Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required) • Peoria, AZ, United States

[internal_linking.similar_jobs]

HealthMarkets Insurance Agent

HealthMarketsSurprise, AZ, US
[job_card.full_time]

If you’re looking for an exciting opportunity where you can change people’s lives and achieve financial success as an independent insurance agent, you’ve come to the right place.Becoming an indepen...[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor - Mountain America Credit Union

LPL Financial Holdings, Inc.Glendale, AZ, United States
[job_card.full_time]

Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Moun...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management Private Client Advisor - Goodyear, AZ

ChaseGoodyear, AZ, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

 • [job_card.promoted]

Business Development Associate

Globe Life Carder AgencyGlendale, AZ, US
[job_card.full_time]

We are seeking dedicated individuals to join our team as a Manager in Training.As we continue to experience significant growth, we are looking to bring in individuals.We are looking for individuals...[internal_linking.show_more]

 • [job_card.promoted]

Business Development Manager

Slice Merchant ServicesAvondale, AZ, US
[job_card.full_time]

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management Private Client Advisor - Litchfield Park/Buckeye, AZ

ChaseLitchfield Park, AZ, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management Private Client Advisor - Litchfield Park/Buckeye, AZ

JPMorgan ChaseLitchfield Park, AZ, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

 • [job_card.promoted]

*Outpatient FM $50K Sign-On + $100K Loan Repayment | Estrella Mtn Ranch / West Phoenix, AZ

Banner HealthGoodyear, AZ, US
[job_card.full_time]

Primary Care Position at Busy Health Center - Outpatient Only | $50K Sign-On Bonus.Excellent opportunity exists for a BE/BC Family Medicine physician to join Banner Health Centers & Clinics in the ...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)

JPMorgan ChaseAvondale, AZ, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

 • [job_card.promoted]

Licensed Marriage and Family Therapist (LMFT)

HeadwayGlendale, AZ, US
[job_card.full_time]

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc...[internal_linking.show_more]

 • [job_card.promoted]

Licensed Marriage & Family Therapist

LifeStance HealthSurprise, AZ, US
[job_card.full_time] +1

At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.Our mission is to help people lead healthier, more fulfilling lives...[internal_linking.show_more]

 • [job_card.promoted]

Help a Family Grow via IVF: $60,000-$100,000+ Compensation

The Genesis GroupAvondale, AZ, US
[job_card.full_time] +1

You have the power to make miracles for our families.If you’ve previously had a healthy pregnancy, you may qualify to help intended parents grow their family via IVF and receive $60,000-$100,000+ i...[internal_linking.show_more]

 • [job_card.promoted]

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyGoodyear, AZ, US
[job_card.full_time] +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi...[internal_linking.show_more]

 • [job_card.promoted]

French Private Tutoring Jobs Peoria

SuperprofPeoria, Arizona, US
[job_card.full_time] +1

Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners.We operate in over 41 countries, making education accessible to everyone, everywhere.Sup...[internal_linking.show_more]

 • [job_card.promoted]

Remote Fixed Income Capital Markets Associate - AI Trainer ($50-$60 per hour)

Data AnnotationAvondale, Arizona
[filters.remote]
[job_card.full_time] +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor - Mountain America Credit Union

LPL FinancialGlendale, AZ, United States
[job_card.full_time]

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Mountain America Credit Union in Glendale, AZ would a...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management - Private Client Advisor - Goodyear, AZ

JPMorgan Chase Bank, N.A.Goodyear, AZ, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management Private Client Advisor - Goodyear, AZ

JPMorgan ChaseGoodyear, AZ, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]