Private Client Wealth Advisor - Growth & Planning

Aumni; Colorado; On-site; USD 50,868 - 62,172; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Erie, CO, to provide comprehensive financial planning and advice. The role requires at least 2 years in a financial advisory position and various state-required licenses. Responsibilities include building client relationships and utilizing digital tools to enhance investor experience. Benefits include a competitive salary, health care coverage, and wellness programs, emphasizing diversity and inclusion within the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 (63/65) license.

Responsibilities

• Offer comprehensive financial planning and advice to clients.
• Build and manage a book of business with a focus on relationship management.
• Educate clients on digital tools available for investment management.

Skills

Client acquisition

Relationship management

Financial advising

Integrity and ethics

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Financial planning software

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Erie, CO, to provide comprehensive financial planning and advice. The role requires at least 2 years in a financial advisory position and various state-required licenses. Responsibilities include building client relationships and utilizing digital tools to enhance investor experience. Benefits include a competitive salary, health care coverage, and wellness programs, emphasizing diversity and inclusion within the workplace.