Elite Private Wealth Advisor

Next Frontier Capital; Louisville (CO); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build client relationships, provide personalized investment solutions, and collaborate with partners to deepen client engagement.

You will demonstrate strong knowledge of markets, integrity, and a passion for educating clients on digital tools and channels for monitoring and managing their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license; Series 66 (63/65) required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Support clients with comprehensive financial planning and advised solutions.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and client-centric service across all interactions.
• Educate clients on technology and channels for monitoring, managing investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank when and where they want.

Skills

Series 7

Series 66

Client acquisition

Relationship building

Goal-based planning

Financial advisory

Regulatory compliance

Education

Bachelor's degree

CFP

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build client relationships, provide personalized investment solutions, and collaborate with partners to deepen client engagement.

You will demonstrate strong knowledge of markets, integrity, and a passion for educating clients on digital tools and channels for monitoring and managing their investments.