Strategic Private Client Wealth Advisor

JPMorgan Chase & Co.; Louisville (CO); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

Competitive total rewards

Job summary

J.P. Morgan Wealth Management in Louisville, CO is seeking a Private Client Advisor to deliver comprehensive financial planning and trusted investment guidance to individuals and families.

You will build and manage client relationships, leveraging Chase referrals and digital tools to enhance the investor experience. The role requires a current Series 7 and Series 66, plus Life/Health/LTC licensure or timely pursuit.

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 and Series 66 (63/65) license or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory/licensing knowledge

Job description

J.P. Morgan Wealth Management in Louisville, CO is seeking a Private Client Advisor to deliver comprehensive financial planning and trusted investment guidance to individuals and families.

You will build and manage client relationships, leveraging Chase referrals and digital tools to enhance the investor experience. The role requires a current Series 7 and Series 66, plus Life/Health/LTC licensure or timely pursuit.