Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Denver (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Denver seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will deliver advised solutions and leverage Chase referrals to deepen client relationships. You will help clients monitor and adjust their investments, leveraging digital tools and a broad platform to meet their financial needs with integrity and a client-first mindset.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or within 60 days.

Responsibilities

• Grow a book of business and deliver personalized investment solutions.
• Build relationships and collaborate with bank partners.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain unwavering integrity and client-first service.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Promote digital adoption to help clients bank anywhere.

Skills

Relationship building

Client acquisition

Goals-based planning

Series 7

Series 66

Insurance license

Financial planning

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Denver seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will deliver advised solutions and leverage Chase referrals to deepen client relationships. You will help clients monitor and adjust their investments, leveraging digital tools and a broad platform to meet their financial needs with integrity and a client-first mindset.