Private Client Wealth Advisor — Relationship-Driven Planning

JPMorgan Chase & Co.; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase, part of Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships and tailor investment solutions through collaboration with partners to meet each client’s financial goals.

Preferred qualifications include CFP certification and a Bachelor’s degree. A minimum of two years in a financial advisory role with active Series 7 and Series 66 licenses is

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.
• Active Series 7 license.
• Active Series 66 license (63/65) or obtain within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days of starting in role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• 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

Client acquisition

Relationship management

Goals-based planning

Financial markets

Digital education

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase, part of Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships and tailor investment solutions through collaboration with partners to meet each client’s financial goals.

Preferred qualifications include CFP certification and a Bachelor’s degree. A minimum of two years in a financial advisory role with active Series 7 and Series 66 licenses is