J.P. Morgan Wealth Management - Private Client Advisor - Silverthorne, CO

Fairygodboss; Silverthorne (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Fairygodboss is seeking a Financial Advisor in Silverthorne, Colorado, to champion client success while fostering diversity within the team. The role involves building a client base and providing tailored investment solutions, emphasizing relationship management over portfolio management.

Applicants should have at least 2 years of financial services experience and relevant licenses. The position offers a competitive rewards package including health coverage, a retirement plan, and more.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Success in client acquisition and maintaining relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Champion and support team success and diversity.
• Build a book of business and deliver personalized solutions.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Digital confidence

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

At J.P. Morgan Chase, we are passionate about helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting‑edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

Job Responsibilities

• 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; focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• 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.

Required Qualifications, Capabilities, and Skills

• 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 license.
• 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.

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP) certification is preferred.
• Bachelor's degree preferred.

Benefits

We offer a competitive total rewards package, including base salary determined by role, experience, skill set and location, and eligible roles may receive commission‑based pay and/or discretionary incentive compensation in cash and/or equity. 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.

Equal Opportunity Employer / Disability / Veterans

We are an equal opportunity employer and place a high value on diversity and inclusion. 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, 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.