Private Wealth Advisor - Holistic Planning & Digital Access

JPMorgan Chase & Co.; Thornton (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Colorado is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients meet their financial goals using advised solutions and Chase referrals to deepen relationships. The role emphasizes relationship management, continuous learning about markets and technology, and delivering an exceptional investor experience through personalized guidance and holistic financial

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 is required.
• 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 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

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Colorado is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients meet their financial goals using advised solutions and Chase referrals to deepen relationships. The role emphasizes relationship management, continuous learning about markets and technology, and delivering an exceptional investor experience through personalized guidance and holistic financial