Elite Private Client Advisor, Wealth Planning

Fairygodboss

Denver (CO)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You’ll engage with clients to provide advised solutions and leverage Chase partner referrals to deepen relationships.

You will be responsible for understanding client needs, offering investment solutions, and using digital tools to enhance the client experience, while upholding the firm’s commitment to ethics and service

Qualifications

Active Series 7 license required.
Active Series 66 (63/65) license required or within 60 days of start.
Life, Health and Long Term Care Insurance license required or obtained within 60 days.
Experience in client acquisition, relationship building, and working with partners.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide comprehensive financial planning and advice to individuals and families.
Demonstrate understanding of financial markets and sound business judgement.
Maintain integrity and act in clients' best interests.
Educate clients on technology and digital channels for managing investments.
Provide holistic view of clients' needs and financial coaching beyond investments.
Embrace digital innovations to enable client self-service.