Private Wealth Advisor — Client Solutions & Relationships

JPMorganChase; Denver (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase in Denver seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build relationships, deliver tailored investment solutions, and partner with Chase platforms to enhance the investor experience.

The role emphasizes integrity, client acquisition, and collaboration with partners. Required licenses include Series 7 and Series 66, plus Life/Health/LTC licenses; CFP certification is preferred.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven success in acquiring clients and maintaining relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 (or 63/65) license required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care licenses required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Demonstrate integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to enhance client engagement and accessibility.

Skills

Financial advisory

Client acquisition

Relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase in Denver seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build relationships, deliver tailored investment solutions, and partner with Chase platforms to enhance the investor experience.

The role emphasizes integrity, client acquisition, and collaboration with partners. Required licenses include Series 7 and Series 66, plus Life/Health/LTC licenses; CFP certification is preferred.