Private Client Advisor - Holistic Wealth & Digital

JPMorgan Chase & Co.; Highlands Ranch (CO); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Colorado seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients meet their financial goals by offering advised solutions and leveraging Chase referrals while maintaining a client-focused approach. The role emphasizes strong relationship-building, integrity, and collaboration with partners across the bank.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven ability to acquire and grow client relationships.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting in the role.
• Life, health, and long-term care insurance licenses required or must be obtained within 60 days of starting in the role.

Responsibilities

• Grow a book of business by cultivating client relationships and providing tailored investment solutions.
• Demonstrate deep knowledge of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on digital tools and channels to monitor and manage investments.
• Collaborate with Chase partners to deliver holistic financial guidance.

Skills

Financial advisory

Client relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

CFP Certification preferred

Job description

JPMorgan Chase & Co. in Colorado seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients meet their financial goals by offering advised solutions and leveraging Chase referrals while maintaining a client-focused approach. The role emphasizes strong relationship-building, integrity, and collaboration with partners across the bank.