Private Client Advisor: Wealth Planning & Relationships

Next Frontier Capital; Westminster (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Westminster, CO is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families, building lasting relationships and guiding clients through investment solutions.

You will leverage your licenses and experience to grow a client book, work with partners, and educate clients on digital tools while maintaining the highest standards of integrity and service.

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 license.
• A valid and active Series 66 (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 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

Relationship-building

Financial planning

Client acquisition

Industry knowledge

Education

CFP

Bachelor’s degree preferred

Tools

FINRA Series 7

FINRA Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase in Westminster, CO is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families, building lasting relationships and guiding clients through investment solutions.

You will leverage your licenses and experience to grow a client book, work with partners, and educate clients on digital tools while maintaining the highest standards of integrity and service.