J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ (Bilingual in English and Spanish Required)
Core
Private Client Advisor offering comprehensive financial planning and personalized investment solutions to individuals and families, focusing on relationship management rather than portfolio management.
Role type
Private Client Advisor (Financial Advisor)
Builds
Client relationships and a book of business through advised solutions and partner referrals.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
client acquisition, relationship management, goals-based planning, financial market knowledge, financial coaching, digital channel education
Preferred skills
Certified Financial Planning (CFP®) certification, Bachelor's degree
Technologies
digital investment channels, digital banking platforms
Responsibilities
Build a book of business, deliver personalized investment solutions, educate clients on technology and channels, provide holistic financial coaching, champion team success and diversity goals