Private Wealth Advisor

JPMorganChase; Denver (CO); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase, a leading financial services firm, seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build lasting client relationships, provide advised solutions, and coordinate with partners to deepen client engagement.

Role emphasizes a strong commitment to integrity, regulatory compliance, and educating clients on digital tools and channels to monitor investments securely, while supporting the

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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 and Series 66 (63/65) licenses, or will obtain within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license, or will obtain within 60 days of starting.

Responsibilities

• Champions and supports teammates' success and bank goals while fostering diversity.
• Builds a book of business and delivers personalized investment solutions through leadership and relationships.
• Demonstrates deep understanding of financial markets and sound judgment.
• Exhibits integrity, acting in clients' best interests at every opportunity.
• Educates clients on technology and channels to monitor and manage investments.
• Provides a holistic view of clients' needs and financial coaching beyond investments.
• Embraces digital innovations to help clients go digitally confident and bank where they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase, a leading financial services firm, seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build lasting client relationships, provide advised solutions, and coordinate with partners to deepen client engagement.

Role emphasizes a strong commitment to integrity, regulatory compliance, and educating clients on digital tools and channels to monitor investments securely, while supporting the