Private Client Advisor — Holistic Wealth Planning

TwinThread; Silverthorne (CO); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Silverthorne, CO. In this role, you will provide comprehensive financial planning and advice to individuals and families, delivering personalized investment solutions based on deep client relationships.

The ideal candidate has at least 2 years of experience in financial advising and possesses key licenses such as Series 7 and Series 66. Join us to help clients achieve their financial goals with the support of our diverse team.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business delivering personalized investment solutions.
• Provide a holistic view of clients’ needs including financial coaching.

Skills

Client acquisition and relationship management

Financial markets understanding

Goal-based planning

Educating clients

Education

Bachelor's degree

Certified Financial Planner (CFP®)

Tools

Series 7

Series 66 (or 63/65)

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Silverthorne, CO. In this role, you will provide comprehensive financial planning and advice to individuals and families, delivering personalized investment solutions based on deep client relationships.

The ideal candidate has at least 2 years of experience in financial advising and possesses key licenses such as Series 7 and Series 66. Join us to help clients achieve their financial goals with the support of our diverse team.