Private Client Wealth Advisor: Relationships & Planning

Next Frontier Capital; Lakewood (CO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

You will build trusted relationships, offer advised solutions, and leverage discounts and referrals to deepen client impact. The role requires a minimum of 2 years in financial services, active Series 7 and Series 66 licenses (or within 60 days), and life/health/LTC licenses (or within 60 days).

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or obtainable within 60 days.
• Active Life, Health and Long Term Care insurance licenses or obtainable within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions to clients.
• Show deep understanding of financial markets and sound judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life, Health and LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

You will build trusted relationships, offer advised solutions, and leverage discounts and referrals to deepen client impact. The role requires a minimum of 2 years in financial services, active Series 7 and Series 66 licenses (or within 60 days), and life/health/LTC licenses (or within 60 days).