Private Client Advisor — Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Denver (CO); On-site; USD 95,000 - 150,000; Full time

Job summary

J.P. Morgan Chase & Co. in Denver seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families, building lasting client relationships.

You will develop a client book, collaborate with partners, and offer advisory solutions with integrity, while helping clients monitor their investments through digital tools and platforms.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship building with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days of start.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial advisory

Goal-based planning

Industry knowledge

Education

Bachelor's degree

CFP certification

Series 7

Series 66 (63/65)

Life, Health and LTC insurance license

Job description

J.P. Morgan Chase & Co. in Denver seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families, building lasting client relationships.

You will develop a client book, collaborate with partners, and offer advisory solutions with integrity, while helping clients monitor their investments through digital tools and platforms.