Top 62 Wealth management advisor Jobs in Surprise Az

J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ
JPMorganChase —Peoria, AZ
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Wealth Management Advisor-Sun City AZ
U.S. Bank National Association —Surprise, AZ
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $100,000 - $145,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Associate Wealth Advisor
Break Line Wealth + Tax —Scottsdale, AZ
- $60,000 - $120,000 a year
- Full-time
- Background check
- Data analysis skills
- Research
- Health insurance
- Paid time off
Quick Apply
5d
Registered Advisor Service Associate
Key Consulting —Scottsdale, AZ
- $80,009 - $90,000 a year
- Full-time
- Office
- 8 years
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth and Investment Associate
CAPTRUST —Phoenix, AZ
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- Disability insurance
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Goodyear, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Management Trainee (AZ)
Bankers Life —Phoenix, AZ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Private Wealth Advisor, BridgePort
BridgePort Financial Solutions —Phoenix, AZ
- Full-time
- Hybrid work
- Office
- Analysis skills
- Mentoring
- Wellness program
- Paid holidays
Wealth Financial Advisor
CAPTRUST —Phoenix, AZ
- $90,000 - $100,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Health savings account
- Disability insurance
Asset Management - Client Advisor - Chase Wealth Management Channel - Southwest Region
JPMorganChase —Phoenix, AZ
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Health insurance
- Tuition reimbursement
7d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Scottsdale, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
11d
Wealth Advisor, BridgePort
BridgePort Financial Solutions —Phoenix, AZ
- Full-time
- Hybrid work
- Office
- Organizational skills
- In-person
- Wellness program
- Paid holidays
Wealth Relationship Manager Associate
CAPTRUST —Phoenix, AZ
- Full-time
- Microsoft Outlook
- CPA
- Mid-level
- Health savings account
- Disability insurance
Financial Advisor
First Command Financial Services, Inc. —Glendale, AZ
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $185,000 - $245,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Relationship Advisor
Northern Trust Corp. —Phoenix, AZ
- Full-time
- 7 years
- Mid-level
- Business development
U.S. Private Bank - Program Analyst
JPMorganChase —Phoenix, AZ
- $100,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ

JPMorganChase -
Peoria, AZ

Apply Now

Job Details

Full-time

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Financial sales
Customer relationship building
Series 7
Client base expansion
Investment client management
Customer relationship management
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Customer acquisition

Full Job Description

JOB DESCRIPTION

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

Certified Financial Planning (CFP®) certification is preferred
Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

ABOUT US

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 solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Consumer & Community Banking division serves our 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.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Apply Now

Refine Your Search

wealth management advisor jobs in surprise az

J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ

Wealth Management Advisor-Sun City AZ

Wealth Advisor, Schwab Wealth Advisory

Associate Wealth Advisor

Registered Advisor Service Associate

Wealth Management Associate - Retirement Benefits Group

Wealth and Investment Associate

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor - PNC Wealth Management

Wealth Management Trainee (AZ)

Private Wealth Advisor, BridgePort

Wealth Financial Advisor

Asset Management - Client Advisor - Chase Wealth Management Channel - Southwest Region

Wealth Advisor - PNC Wealth Management

Wealth Advisor, BridgePort

Wealth Relationship Manager Associate

Financial Advisor

Senior Regional Manager, Schwab Wealth Advisory

Relationship Advisor

U.S. Private Bank - Program Analyst

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