Strategic Wealth Advisor for High-Impact Clients

JPMorganChase; Highlands Ranch (CO); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase in Highlands Ranch, Colorado is seeking a Private Client Advisor to deliver tailored financial planning and advice to clients. Your role will involve building strong client relationships and leveraging technology to enhance their investment experience.

The ideal candidate will have at least 2 years of experience in financial advising, a Series 7 license, and a commitment to client-centered service. We offer competitive compensation, benefits, and a diverse work environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates' success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology for managing investments.

Skills

Client acquisition

Relationship management

Financial planning

Digital innovation

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

JPMorganChase in Highlands Ranch, Colorado is seeking a Private Client Advisor to deliver tailored financial planning and advice to clients. Your role will involve building strong client relationships and leveraging technology to enhance their investment experience.

The ideal candidate will have at least 2 years of experience in financial advising, a Series 7 license, and a commitment to client-centered service. We offer competitive compensation, benefits, and a diverse work environment.