Private Wealth Advisor - Holistic Planning & Digital Solutions

JPMorganChase; Greeley (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will build and manage a book of business, provide tailored investment solutions, and partner with specialists to deepen client relationships while maintaining the highest fiduciary standards and client service. Strong communication, integrity, and a proactive approach to educating clients on digital channels and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Active Series 7 license is required, Series 66 (63/65) must be obtained within 60 days of start.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of start.

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 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 the firm's 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

Business development

Financial advisory

Goals-based planning

Education

Bachelor's degree

Job description

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

You will build and manage a book of business, provide tailored investment solutions, and partner with specialists to deepen client relationships while maintaining the highest fiduciary standards and client service. Strong communication, integrity, and a proactive approach to educating clients on digital channels and