Client Advisor Jobs in Arizona
Client Advisor jobs in Arizona are concentrated in Phoenix, Scottsdale, and Tucson, where financial services, wealth management, and insurance are among the most active hiring markets in the Southwest. Major employers with established Arizona presences include Charles Schwab, Fidelity Investments, and Edward Jones, all of which maintain large client-facing operations in the Phoenix metro. The most in-demand specialties are investment and brokerage advising, insurance-linked client management, and banking relationship roles at every level from associate to senior advisor. Scan the live roles below and apply to whichever ones fit.
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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.
- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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.
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.
See All 23 Client Advisor Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Client Advisor Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring
- JPMorganChase17

- Loewe1

- Nick's Menswear1
- Chapman Automotive1

- CH CAROLINA HERRERA1

Top Industries Hiring
- Fintech12
- Banking & Financial Services12
- Investment & Asset Management12
What Arizona Employers Look For
The qualifications that appear most often in client advisor jobs across Arizona.
- Active FINRA Series 7 or Series 66 license, or ability to obtain within 90 days
- Bachelor's degree in finance, business, economics, or a closely related field
- Two or more years of client-facing experience in financial services or banking
- Demonstrated ability to build and manage a book of business or client portfolio
- Proficiency with CRM platforms such as Salesforce or Redtail
- Strong written and verbal communication skills for client presentations and reporting
Client Advisor Jobs in Arizona: Frequently Asked Questions
How do you become a client advisor in Arizona?
Most client advisor roles in Arizona require passing FINRA licensing exams, typically the Series 7 and Series 66, before you can advise clients on securities or investments. Employers sponsor the exams after hire, but candidates who arrive already licensed move faster. A bachelor's degree in finance, business, or economics is the standard educational baseline. Insurance-focused roles may also require an Arizona Department of Insurance producer license, which involves a separate state exam and application.
Which companies hire client advisors in Arizona?
Arizona client advisor roles are posted by JPMorganChase, Loewe, and Nick's Menswear and others right now, based on current listings on Migrate Mate as of August 2026. Arizona's large financial services footprint, anchored by major brokerage and wealth management campuses in the Phoenix and Scottsdale area, keeps hiring activity steady throughout the year.
Which Arizona cities have the most client advisor jobs?
Scottsdale, Chandler, and Tucson have the most client advisor openings in Arizona. Phoenix and Scottsdale dominate because of the concentrated wealth management, banking, and insurance headquarters in the metro, while Tucson draws openings from regional banks, credit unions, and insurance carriers serving southern Arizona.
Are there remote client advisor jobs in Arizona?
Yes, but they are less common than in fully desk-based roles, since client advisor work often involves in-person relationship building. About 0% of client advisor openings tied to Arizona are remote or hybrid as of August 2026, reflecting a mix of work arrangements across employers. The parts of the role most likely to go remote are phone-based service advising, digital account management, and back-book client support rather than front-line prospecting.
How can I get hired as a client advisor in Arizona with little or no experience?
The most realistic entry path is applying for a client service associate or financial services representative role, which large Arizona employers like Charles Schwab and Fidelity Investments use as structured training pipelines into advisory work. These associate roles require no prior advising experience and provide FINRA exam sponsorship. Lateral moves from bank teller, insurance agent, and customer relationship roles are also well-recognized by Arizona hiring managers. Arriving with a Series 6 or state insurance producer license gives candidates a measurable edge even before the first interview.
Where can I find and apply to client advisor jobs in Arizona?
You can find and apply to client advisor jobs in Arizona on Migrate Mate, which lists current Arizona openings across financial services, banking, insurance, and wealth management. Search the listings to find roles that match your experience level and specialty, then apply directly to the ones that fit.
See All 23 Client Advisor Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
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