Private Wealth Advisor - Holistic Financial Planning

Aumni; Silverthorne (CO); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help build a book of business, leverage leadership and relationship-building skills, and deliver personalized investment solutions with a client-focused approach. Required licenses include Series 7 and Series 66, plus Life/Health/LTC licenses; CFP certification is preferred.

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 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. This will be done with a consistent focus on relationship management, not portfolio management
• 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

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life, Health & LTC license

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help build a book of business, leverage leadership and relationship-building skills, and deliver personalized investment solutions with a client-focused approach. Required licenses include Series 7 and Series 66, plus Life/Health/LTC licenses; CFP certification is preferred.