Private Client Wealth Advisor — Relationship & Planning

Testing Site - JPMC; Aurora (CO); On-site; USD 90,000 - 180,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families. You will build relationships, offer advised solutions, and leverage the bank’s digital tools to enhance the client experience.

The role emphasizes relationship management, integrity, and a holistic approach to clients’ financial needs, with opportunities to grow through collaboration with partners and referrals.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship growth, collaborating with partners.
• Strong goals-based planning and advisory capabilities.
• Licensure: Series 7, Series 66, Life/Health/LTC insurance (or obtain within 60 days).
• CFP certification is preferred; Bachelor’s degree preferred.

Responsibilities

• Support teammates and bank goals while promoting diversity.
• Build a book of business; deliver personalized investment solutions emphasizing relationship management over portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank anytime, anywhere.

Skills

Relationship management

Client acquisition

Goals-based planning

Financial markets knowledge

Communication

Education

Bachelor's degree

Series 7 license

Series 66 license (63/65)

Life, Health & Long Term Care Insurance license

CFP Certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families. You will build relationships, offer advised solutions, and leverage the bank’s digital tools to enhance the client experience.

The role emphasizes relationship management, integrity, and a holistic approach to clients’ financial needs, with opportunities to grow through collaboration with partners and referrals.