Private Client Advisor: Relationship-Driven Wealth Solutions

JPMorganChase; Denver (CO); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase is seeking a Financial Advisor in Denver, Colorado. In this role, you will build strong client relationships and provide personalized investment solutions while championing a culture of diversity.

The ideal candidate will have at least 2 years of financial advisory experience, a valid Series 7 and Series 66 license, and will be committed to supporting clients’ financial needs. JPMorganChase emphasizes diversity and inclusion in the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 and Series 66 license required.

Responsibilities

• Champion and support teammates' success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Financial Advisor in Denver, Colorado. In this role, you will build strong client relationships and provide personalized investment solutions while championing a culture of diversity.

The ideal candidate will have at least 2 years of financial advisory experience, a valid Series 7 and Series 66 license, and will be committed to supporting clients’ financial needs. JPMorganChase emphasizes diversity and inclusion in the workplace.