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Financial Advisor Financial Consultant

Private Client Advisor, Wealth Planning & Digital Solutions

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. This role involves building client relationships and providing investment solutions tailored to their needs. Candidates should have a strong background in financial services, including licenses in Series 7 and Series 66, as well as a commitment to goals-based planning.

Bilingual fluency in English and Spanish is preferred. This position is based in Phoenix, Arizona.
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