Private Wealth Advisor: Holistic Planning & Digital Tools

JPMorgan Chase & Co.; Silverthorne (CO); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor in Silverthorne, Colorado. You will provide comprehensive financial planning and advice to individuals and families, focusing on relationship management and client education. Successful candidates will have at least 2 years of financial advisory experience and necessary licenses. Join a company that values diversity and client success.

Qualifications

• Minimum 2 years in a Financial Advisor role.
• Proven success in client relationship cultivation.
• Commitment to goals-based planning.

Responsibilities

• Build a book of business with personalized solutions.
• Support teammate success and bank goals.
• Educate clients on investment technology.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital education

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Silverthorne, Colorado. You will provide comprehensive financial planning and advice to individuals and families, focusing on relationship management and client education. Successful candidates will have at least 2 years of financial advisory experience and necessary licenses. Join a company that values diversity and client success.