Private Client Advisor Jobs in Arizona
Private Client Advisor jobs in Arizona are in steady demand, with concentrations in wealth management, private banking, and financial planning services, and openings at every level from associate advisor through senior portfolio manager. Phoenix and Scottsdale anchor the majority of hiring, with Tucson adding a smaller but consistent market, and employers such as Wells Fargo Private Bank, JPMorgan Chase, and Charles Schwab maintain strong local footprints across the state. The most in-demand specialties are high-net-worth client relationship management, estate planning support, and investment advisory services. Find a role that fits below and apply directly.
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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 21 Private Client Advisor Jobs in Arizona
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Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Private Client Advisor Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring

Top Industries Hiring
- Fintech11
- Banking & Financial Services11
- Investment & Asset Management11
What Arizona Employers Look For
The qualifications that appear most often in private client advisor jobs across Arizona.
- Active FINRA Series 7 and Series 66 licenses or ability to obtain them
- Bachelor's degree in finance, business, economics, or a related field required
- Minimum of two or more years in client-facing financial services or advisory roles
- Demonstrated ability to manage and grow a high-net-worth client portfolio
- CFP designation or active enrollment in a CFP program strongly preferred
- Proficiency with CRM platforms such as Salesforce and portfolio management software
Private Client Advisor Jobs in Arizona: Frequently Asked Questions
How do you become a private client advisor in Arizona?
Becoming a private client advisor in Arizona typically requires a bachelor's degree in finance, economics, or business, followed by obtaining FINRA Series 7 and Series 66 licenses, which are the standard credentials for advising clients on securities and investments in the state. Arizona does not have a separate state-issued investment adviser representative license beyond the Series 66 registration. Many candidates also pursue the Certified Financial Planner designation to stand out in the competitive Arizona market.
How much do private client advisors make in Arizona?
Private client advisors in Arizona earn a median of about $96,950 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $45,330 for the lowest 10% to over $212,630 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Arizona?
Employers hiring private client advisors in Arizona right now include JPMorganChase, based on current listings on Migrate Mate as of September 2026. Arizona's concentration of retirees and high-net-worth residents, particularly in the Phoenix metro and Scottsdale corridor, means established financial institutions maintain consistent hiring pipelines throughout the year.
Which Arizona cities have the most private client advisor jobs?
Phoenix, Tucson, and Goodyear are the Arizona cities with the most private client advisor openings. Phoenix dominates due to its density of regional bank headquarters, independent wealth management firms, and corporate financial services operations, while Scottsdale draws significant hiring from private banking boutiques and family office practices that serve the area's large affluent and retirement-age population.
Are there remote private client advisor jobs in Arizona?
Yes, but they are limited, since the role is fundamentally relationship-driven and most employers expect regular in-person client contact. About 0% of private client advisor openings tied to Arizona are remote or hybrid as of September 2026, and the positions most likely to carry flexibility are those focused on financial planning analysis or back-office portfolio support rather than direct client relationship management.
How can I get hired as a private client advisor in Arizona with little or no experience?
The most realistic entry path is starting as a client associate or financial advisor trainee at one of the large broker-dealer or bank branches operating in the Phoenix metro, where firms like Wells Fargo Advisors and Merrill Lynch run structured new-advisor development programs that pair trainees with senior advisors. Roles in retail banking as a personal banker or relationship banker at institutions like JPMorgan Chase or Bank of America Arizona branches are common lateral moves that build the client service foundation employers look for. Obtaining your Series 7 license before applying, even without a job offer in hand, meaningfully improves your candidacy.
Where can I find and apply to private client advisor jobs in Arizona?
You can find and apply to private client advisor jobs in Arizona on Migrate Mate, which lists current Arizona openings from employers actively hiring in the state. Search the listings for roles that match your experience and credentials, then apply directly to the ones that fit.
See All 21 Private Client Advisor Jobs in Arizona
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