Private Wealth Advisor–Holistic Planning & Digital Tools

JPMorgan Chase & Co.; Westminster (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build a book of business and rely on relationship-building skills to deepen client relationships while providing an exceptional investor experience. You will educate clients on technology channels, monitor investments, and uphold high standards of integrity and client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and maintain relationships.
• Experience with goals-based planning and providing financial advice.
• Active Series 7 license.
• Active Series 66 license (63/65) or must be obtained within 60 days of starting.
• Active Life, Health and Long-Term Care insurance license or must be obtained within 60 days of starting.

Responsibilities

• Grow a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on the technology and channels available to monitor and manage their investments.
• Maintain integrity and compliance with fiduciary standards.
• Collaborate with Chase partners to deepen client relationships and expand services.
• Promote digital tools to help clients be financially confident and self-directed.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets

Regulatory compliance

Sales excellence

Education

Bachelor’s degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build a book of business and rely on relationship-building skills to deepen client relationships while providing an exceptional investor experience. You will educate clients on technology channels, monitor investments, and uphold high standards of integrity and client service.