Private Client Advisor: Holistic Wealth & Digital Guidance

Testing Site - JPMC; Thornton (CO); On-site; USD 120,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, spanning saving to significant wealth.

You will offer advised solutions and leverage Chase partner referrals to deepen client relationships. You will build a client base, deliver tailored investment strategies, and educate clients on digital channels and technology to monitor and manage investments effectively.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship-building.
• Commitment to goals-based planning and advice.
• Licenses required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and drive the bank's diversity culture.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and ethically serve clients at all times.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Promote digital tools to help clients bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory compliance

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, spanning saving to significant wealth.

You will offer advised solutions and leverage Chase partner referrals to deepen client relationships. You will build a client base, deliver tailored investment strategies, and educate clients on digital channels and technology to monitor and manage investments effectively.