Private Wealth Advisor: Holistic Financial Planning

Next Frontier Capital; Broomfield (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build a book of business and work with specialists to provide tailored solutions, while educating clients on digital tools to monitor and manage their investments. Role requires Series 7 and Series 66 licenses (or 60 days to obtain) plus Life/Health/LTC licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining client relationships and integrating with key partners.
• Commitment to goals-based planning and delivering advisory solutions.
• Valid Series 7 license; valid Series 66 (63/65) required or obtained within 60 days of starting.
• Life, Health and Long Term Care licenses required or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment guidance to individuals and families.
• Educate clients on technology and channels to monitor and manage their investments.
• Foster a culture of diversity and inclusion while supporting teammates’ success.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain high integrity and client-first focus in all interactions.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship building

Partner collaboration

Goals-based planning

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build a book of business and work with specialists to provide tailored solutions, while educating clients on digital tools to monitor and manage their investments. Role requires Series 7 and Series 66 licenses (or 60 days to obtain) plus Life/Health/LTC licenses.