Holistic Wealth Advisor for Families

JPMorgan Chase & Co.; Erie (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Colorado seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will offer tailored investment solutions and Chase referrals to deepen client relationships.

You’ll build a book of business, leverage digital channels, and consult clients on strategy while upholding the highest standards of integrity and service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or to be obtained within 60 days.
• Valid and active Life, Health and Long Term Care Insurance licenses or to be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions; focus on relationships.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and client service

Education

Bachelor’s degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Colorado seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will offer tailored investment solutions and Chase referrals to deepen client relationships.

You’ll build a book of business, leverage digital channels, and consult clients on strategy while upholding the highest standards of integrity and service.