Private Client Advisor: Relationship-Driven Wealth Solutions

JPMorganChase; Thornton (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a skilled Financial Advisor in Colorado to support client success with personalized investment solutions. This role emphasizes relationship management and client acquisition in a diverse and inclusive environment.

The ideal candidate will have at least 2 years of experience in a Financial Advisor role and possess necessary licenses such as Series 7 and Series 66. Join us to make an impact in the financial world through exceptional service and integrity.

Qualifications

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

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Champion team success while fostering diversity.
• Provide financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Digital confidence education

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a skilled Financial Advisor in Colorado to support client success with personalized investment solutions. This role emphasizes relationship management and client acquisition in a diverse and inclusive environment.

The ideal candidate will have at least 2 years of experience in a Financial Advisor role and possess necessary licenses such as Series 7 and Series 66. Join us to make an impact in the financial world through exceptional service and integrity.