Private Client Advisor - Wealth & Digital Solutions

JPMorgan Chase & Co.

Silverthorne (CO)

On-site

USD 85,000 - 120,000

Full time

8 days ago

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Job summary

J.P. Morgan Chase in Colorado seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will leverage a broad investment platform and digital tools to offer tailored investment solutions while building strong client relationships. Ideal candidates have 2+ years in financial advisory roles, Series 7/66, and Life/Health/LTC licenses or plan to obtain them within 60 days.

Qualifications

At least 2 years in a Financial Advisor role or equivalent.
Demonstrated success in client acquisition and relationship management.
Commitment to goals-based planning and financial advice.
Active Series 7, Series 66, and Life/Health/LTC licenses or must obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions through leadership and relationships.
Provide holistic views of clients’ needs and financial coaching beyond investments.
Demonstrate deep understanding of financial markets and sound business judgement.
Promote digital tools to help clients monitor, maintain, and manage their investments.
Champion integrity and fiduciary responsibility in all client interactions.
Collaborate with partners to deepen client relationships and referrals.