Private Client Advisor - Wealth Planning & Relationships

JPMorgan Chase & Co.; Castle Rock (CO); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor in Castle Rock, Colorado. Your role will involve providing comprehensive financial planning and advice to clients, with a focus on building strong relationships and delivering personalized investment solutions. With at least 2 years of financial advisory experience, you will need valid Series 7 and 66 licenses. Exceptional interpersonal skills and a deep understanding of financial markets are crucial for success in this position. This opportunity offers significant professional growth in a collaborative environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and goals of the bank.
• Build a book of business delivering personalized investment solutions.
• Demonstrate understanding of financial markets.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Client education

Digital confidence

Education

Bachelor's degree

Certified Financial Planning (CFP®) certification

Job description

A leading financial services firm is seeking a Private Client Advisor in Castle Rock, Colorado. Your role will involve providing comprehensive financial planning and advice to clients, with a focus on building strong relationships and delivering personalized investment solutions. With at least 2 years of financial advisory experience, you will need valid Series 7 and 66 licenses. Exceptional interpersonal skills and a deep understanding of financial markets are crucial for success in this position. This opportunity offers significant professional growth in a collaborative environment.