Private Wealth Advisor for Families

Next Frontier Capital; Denver (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase’s Wealth Management team is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will help clients build wealth through advised solutions and Chase referrals, delivering a superior investor experience. The role emphasizes relationship management, market understanding, and integrity, with opportunities to educate clients on digital tools for monitoring and managing investments while

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
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• 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

Financial advisor experience

Client acquisition & relationships

Goals-based planning

Series 7 license

Series 66 license

Insurance license (Life/Health/LTC)

Education

Bachelor’s degree preferred

CFP (preferred)

Job description

J.P. Morgan Chase’s Wealth Management team is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will help clients build wealth through advised solutions and Chase referrals, delivering a superior investor experience. The role emphasizes relationship management, market understanding, and integrity, with opportunities to educate clients on digital tools for monitoring and managing investments while