Private Client Advisor – Wealth Planning & Growth

JP Morgan Chase; Silverthorne (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals to deepen client relationships. You will build a book of business, stay informed on markets, educate clients on digital tools, and maintain the highest standards of integrity while aligning solutions with

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, Series 66 (63/65) license is required or must be obtained within 60 days.

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 with leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that points toward doing 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.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Client acquisition

Relationship management

Financial planning

Advisory services

Education

Bachelor's degree (preferred)

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals to deepen client relationships. You will build a book of business, stay informed on markets, educate clients on digital tools, and maintain the highest standards of integrity while aligning solutions with