J.P. Morgan Wealth Management National Branch Personal Advisor – Tempe, AZ

Job Category:
Sales/Mktg Global Population

If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top‑tier technology and support to assist in building that experience, this is the team for you. As a Personal Advisor in J.P. Morgan’s Wealth Management National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.

You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and lives. Personal Advisors will work in a team‑based office environment to support the full book of clients.

• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high‑quality leads into new clients and help to maintain those relationships
• Utilize a “solution‑oriented” mindset to work toward best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients’ needs and objectives in the short, medium and long term through a holistic goals‑based planning approach
• Demonstrate strong organizational skills and apply a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role, as a condition of employment
• This role requires you to be licensed in all states

• At least 3 years of relevant financial services or brokerage experience strongly preferred, with a focus on financial planning
• Bachelor’s degree preferred
• CFP preferred

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to address all their financial needs.

We offer a competitive total rewards package, including a base salary determined by role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. A variety of benefits and programs are available, such as comprehensive health‑care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental‑health support, financial coaching and more.

We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental‑health or physical‑disability needs.

Equal Opportunity Employer / Disability / Veterans.

Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small‑business loans and payment processing. We’re proud to lead the U.S. in credit‑card sales and deposit growth and have the most‑used digital solutions – all while ranking first in customer satisfaction.