Private Client Wealth Advisor — Relationship-Driven

JPMorgan Chase & Co.; Broomfield (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will build lasting client relationships, provide personalized investment solutions, and leverage Chase partner referrals to deepen client engagement. You will guide clients through markets with integrity, educate on available digital tools, and collaborate with teammates to grow a robust book of business while prioritizing client

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 required or to be obtained within 60 days of start.

Responsibilities

• Champion and support teammates’ success and diversity.
• Build a book of business and deliver personalized investment solutions, focusing on relationships over portfolio management.
• Demonstrate strong understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Promote digital tools to help clients access services anytime, anywhere.

Skills

Client relations

Business development

Regulatory compliance

Investment advisory

Education

Bachelor's degree

CFP preference

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will build lasting client relationships, provide personalized investment solutions, and leverage Chase partner referrals to deepen client engagement. You will guide clients through markets with integrity, educate on available digital tools, and collaborate with teammates to grow a robust book of business while prioritizing client