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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 2026-02-28
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 major financial institution is seeking a Private Client Advisor in Phoenix, Arizona. In this role, you will offer comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of financial advisory experience, a strong background in client acquisition, and the ability to integrate effectively with key partners. You will foster relationships and deliver personalized investment solutions, ensuring an exceptional client experience through education on available technology.
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