Wealth Advisor for Private Clients

Aumni; Highlands Ranch (CO); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

JPMorgan Chase & Co. in Colorado is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships and coordinate with partners to meet clients’ goals.

The role emphasizes fiduciary responsibility, regulatory compliance, and proactive client education on digital tools and channels for monitoring investments. A strong client-centric mindset and ethics are essential.

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
• A valid and active Series 66 (63/65) license is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment
• Certified Financial Planning (CFP) certification is preferred

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
• The branch-based Private Client Advisor offers comprehensive financial planning and advice to individuals and families

Skills

Financial Advisor experience

Series 7

Series 66

Life/Health/Long-Term Care license

Client acquisition

Relationship management

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Colorado is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships and coordinate with partners to meet clients’ goals.

The role emphasizes fiduciary responsibility, regulatory compliance, and proactive client education on digital tools and channels for monitoring investments. A strong client-centric mindset and ethics are essential.