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Private Client Advisor - Wealth Planning & Relationships

Job in Gilbert, Maricopa County, Arizona, 85233, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Gilbert, Arizona. This role focuses on providing comprehensive financial planning and personalized investment solutions tailored for a diverse client base. Candidates should have at least 2 years of experience in financial advisory roles and relevant licenses, including Series 7 and 66. Successful applicants will excel in client acquisition, relationship management, and financial coaching within a supportive and innovative environment.
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