Private Client Advisor — Wealth & Digital Solutions

JPMorgan Chase & Co.; Denver (CO); Hybrid; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning for individuals and families. You will build relationships, deliver investment solutions, and connect clients with Chase referrals to deepen engagement.

Responsibilities include growing a book of business, leveraging digital tools, and maintaining high ethical standards while guiding clients through markets and financial decisions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses now or within 60 days of starting.
• Life, Health and Long Term Care licenses active now or obtained within 60 days.
• Bachelor's degree preferred; CFP preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationships and partnerships.
• Provide comprehensive financial planning and advised solutions for individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Promote digital tools and channels for client engagement and service.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital channel adoption

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life, Health & LTC licenses

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning for individuals and families. You will build relationships, deliver investment solutions, and connect clients with Chase referrals to deepen engagement.

Responsibilities include growing a book of business, leveraging digital tools, and maintaining high ethical standards while guiding clients through markets and financial decisions.