Private Wealth Advisor - Holistic Financial Planning

Testing Site - JPMC; Greenwood Village (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment advice for individuals and families, leveraging innovative digital tools.

You will build a robust book of business, deliver tailored investment solutions, and coordinate with partners to deepen client relationships and trust. You will grow your client base through proactive relationship management, adhere to industry regulations,

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 license.
• 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 your 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 your 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

Client relationships

Financial planning

Relationship management

Financial markets

Education

Bachelor’s degree

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment advice for individuals and families, leveraging innovative digital tools.

You will build a robust book of business, deliver tailored investment solutions, and coordinate with partners to deepen client relationships and trust. You will grow your client base through proactive relationship management, adhere to industry regulations,