Private Client Advisor: Holistic Wealth Planning

Testing Site - JPMC; Castle Rock (CO); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver personalized investment solutions, and deepen client relationships using leadership and relationship-building skills. You will also educate clients on digital tools and channels, maintaining a holistic view of needs and providing financial coaching beyond investments.

Qualifications

• 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
• 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

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Foster a culture of integrity and client-first service.
• Collaborate with partners to deepen client relationships and referrals.

Skills

Relationship building

Financial planning

Client acquisition

Advised solutions

Digital literacy

Sales discipline

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver personalized investment solutions, and deepen client relationships using leadership and relationship-building skills. You will also educate clients on digital tools and channels, maintaining a holistic view of needs and providing financial coaching beyond investments.