Wealth Advisor for Private Clients & Planning

JPMorgan Chase & Co.

Woodland Park (CO)

On-site

USD 90,000 - 150,000

Full time

7 days ago

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Job summary

JPMorgan Chase & Co. in Colorado is seeking a Private Client Advisor to deliver comprehensive financial planning and wealth management services to individuals and families.

You will be front and center representing our brand and helping clients meet their financial needs with tailored investment solutions. You will build a book of business through leadership and relationship-building, provide holistic financial guidance, and educate clients on digital tools to monitor and adjust investments, all

Qualifications

Experience in wealth management and advising clients on financial planning.
Ability to build and maintain long-term client relationships.
Commitment to goals-based financial planning and compliant advisory practices.

Responsibilities

Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
Provide holistic financial planning and investor education, using digital tools to monitor investments.
Demonstrate deep understanding of markets and sound business judgment.
Uphold integrity and fiduciary standards in client interactions.
Collaborate with partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Education

Bachelor's degree

CFP certification

Series 7 license

Series 66 license

Insurance license (Life, Health, LTC)

Job description

JPMorgan Chase & Co. in Colorado is seeking a Private Client Advisor to deliver comprehensive financial planning and wealth management services to individuals and families.

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