Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase; Lakewood (CO); On-site; USD 70,000 - 120,000; Full time

Job summary

At J.P. Morgan Chase, Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment advice for individuals and families.

You will leverage a broad platform and digital tools to understand clients' needs and offer advised solutions with referrals to deepen relationships. The role emphasizes relationship management over portfolio management, integrity, and educating clients about technology and channels for monitoring investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (or 63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your 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, with a consistent focus on relationship management, not portfolio management.
• 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

Series 7

Series 66

Life/Health/LTC license

Relationship building

Education

Bachelor's degree preferred

Job description

At J.P. Morgan Chase, Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment advice for individuals and families.

You will leverage a broad platform and digital tools to understand clients' needs and offer advised solutions with referrals to deepen relationships. The role emphasizes relationship management over portfolio management, integrity, and educating clients about technology and channels for monitoring investments.