Senior Wealth Advisor, Private Banking

Next Frontier Capital; Denver (CO); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Discretionary incentives

Job summary

JPMorgan Chase & Co. in the United States seeks an experienced Private Banker for the U.S. Private Bank to advise families on wealth management, investments, credit and banking.

You will build trusted relationships, deliver holistic balance-sheet solutions and generate new client assets through proactive advisory and cross‑selling. The role requires 7+ years in private banking or financial services, a Bachelor's degree, and Series 7/66 and Insurance licenses (within 90 days if not currently

Qualifications

• Seven+ years in Private Banking or Financial Services.
• Bachelor's Degree required.
• Licenses required: Series 7, Series 66 and Insurance; must obtain within 90 days if unlicensed.

Responsibilities

• Manage and maintain client relationships with trust and tailored advice.
• Generate business results and acquire new assets from existing and new clients.
• Advise on overall balance sheet including investments, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary client solutions.
• Coordinate across JP Morgan Chase & Co. lines of business to meet client goals.
• Ensure solutions align with client objectives in short, medium, and long term.

Skills

Client relationship management

Wealth planning

Sales ability

Regulatory compliance

Effective communication

Cross-selling

Financial markets knowledge

Education

Bachelor's Degree

Tools

Series 7 licenses

Series 66 license

Insurance licenses

Job description

JPMorgan Chase & Co. in the United States seeks an experienced Private Banker for the U.S. Private Bank to advise families on wealth management, investments, credit and banking.

You will build trusted relationships, deliver holistic balance-sheet solutions and generate new client assets through proactive advisory and cross‑selling. The role requires 7+ years in private banking or financial services, a Bachelor's degree, and Series 7/66 and Insurance licenses (within 90 days if not currently