Wealth Advisor Private Clients & Planning
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-03-03
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A prominent financial services firm in Tempe is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have at least two years of experience in financial advising and must possess relevant licenses such as Series 7 and Series 66. Strong relationship management skills and a commitment to client success are essential.
The firm offers a competitive salary, commission options, and a variety of employee benefits including health care and retirement plans.
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