Private Client Wealth Advisor

JPMorganChase; Broomfield (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver tailored financial planning and investment advice to individuals and families. You will build and maintain client relationships, offering proactive solutions and leveraging Chase referrals to deepen engagement.

The role requires strong knowledge of markets, adherence to regulatory standards, and the ability to guide clients through evolving digital channels for investing and planning.

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.
• Active Series 7 and Series 66 (or 63/65) licenses, or must obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Embrace digital tools to help clients monitor and manage their investments.
• Maintain integrity and always act in the best interest of clients.
• Collaborate with partners to deliver holistic financial solutions.

Skills

Relationship-building

Client acquisition

Financial planning

Regulatory licensing (Series 7)

Regulatory licensing (Series 66/63/65)

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver tailored financial planning and investment advice to individuals and families. You will build and maintain client relationships, offering proactive solutions and leveraging Chase referrals to deepen engagement.

The role requires strong knowledge of markets, adherence to regulatory standards, and the ability to guide clients through evolving digital channels for investing and planning.