Digital-Forward Private Client Wealth Advisor

JPMorganChase; Louisville (CO); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Competitive total rewards package

Commission-based pay

Health and wellness centers

Retirement savings plan

Tuition reimbursement

Financial coaching

Job summary

JPMorgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering personalized investment solutions to meet their financial goals.

You will collaborate with partners, maintain a growth book, demonstrate market knowledge, and uphold integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license and Series 66 (or 63/65) required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and relationship-building skills with a focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold integrity and act in clients' best interests at all times.
• Educate clients on digital tools and channels to monitor investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering personalized investment solutions to meet their financial goals.

You will collaborate with partners, maintain a growth book, demonstrate market knowledge, and uphold integrity.