Private Client Wealth Advisor — Holistic Planning

Fairygodboss; Louisville (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients build wealth, offer advised solutions, and deepen client relationships through strong leadership and collaboration. You will work with clients across the wealth spectrum, from new savers to high-net-worth individuals while leveraging digital tools to enhance the investor experience.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven ability to attract and retain clients and collaborate with partners
• Experience with goals-based planning and financial advice

Responsibilities

• Build and manage a book of business with a client-centric approach
• Provide comprehensive financial planning and investment guidance to individuals and families
• Demonstrate market knowledge and prudent business judgment in client conversations
• Deliver an exceptional investor experience through advised solutions and referrals
• Educate clients on technology and channels to monitor and manage investments
• Collaborate with colleagues to deliver holistic financial coaching beyond investments

Skills

Client acquisition

Relationship management

Financial planning

Communication skills

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients build wealth, offer advised solutions, and deepen client relationships through strong leadership and collaboration. You will work with clients across the wealth spectrum, from new savers to high-net-worth individuals while leveraging digital tools to enhance the investor experience.