Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Denver (CO); On-site; Full time

Job summary

A leading financial services firm seeks a Private Client Advisor in Denver to deliver personalized financial planning and investment solutions. You will build lasting relationships with clients and leverage technology to enhance their investment experiences. Candidates should have at least two years of relevant experience and active securities licenses. This role emphasizes integrity, relationship management, and a commitment to client education in a dynamic environment.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Success in client acquisition and maintaining relationships.
• Active Series 7 and Series 66 licenses are required.

Responsibilities

• Support teammates' success and foster diversity culture.
• Build a book of business with personalized investment solutions.
• Educate clients on technology to handle investments.
• Provide holistic views of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Financial market knowledge

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Investment technology

Job description

A leading financial services firm seeks a Private Client Advisor in Denver to deliver personalized financial planning and investment solutions. You will build lasting relationships with clients and leverage technology to enhance their investment experiences. Candidates should have at least two years of relevant experience and active securities licenses. This role emphasizes integrity, relationship management, and a commitment to client education in a dynamic environment.