Trusted Private Client Wealth Advisor

JPMorgan Chase & Co.; Thornton (CO); On-site; USD 90,000 - 140,000; Full time

Job summary

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

The role emphasizes building strong client relationships, acquiring new clients, and collaborating with partners to provide trusted advice, while requiring active Series 7 and Series 66 licenses, plus Life/Health/LTC licenses. CFP is preferred.

Qualifications

• Minimum 2 years as a Financial Advisor or in financial services.
• Proven success in acquiring and maintaining client relationships and partnering with teams.
• Commitment to goals-based planning and advice with fiduciary mindset.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and digital channels for monitoring investments.
• Collaborate with partners to deepen client relationships and expand referrals.
• Maintain integrity and uphold best interests of clients at every opportunity.

Skills

Client acquisition

Relationship management

Financial planning

Industry knowledge

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

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

The role emphasizes building strong client relationships, acquiring new clients, and collaborating with partners to provide trusted advice, while requiring active Series 7 and Series 66 licenses, plus Life/Health/LTC licenses. CFP is preferred.