Wealth Advisor: Holistic Planning & Relationships

JPMorgan Chase & Co.; Grand Junction (CO); On-site; USD 95,000 - 130,000; Full time

Job summary

J.P. Morgan Chase, through Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families in Colorado.

This role emphasizes advisory services, client relationships, and digital tools to enhance the investor experience, with a focus on personalized solutions and referrals to deepen client connections. The ideal candidate will have 2+ years in financial services, applicable licenses (Series 7, Series 66,

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.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

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 the firm's clients
• 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 monitor investments.
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be more digitally confident and bank when/how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Digital banking & tech

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase, through Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families in Colorado.

This role emphasizes advisory services, client relationships, and digital tools to enhance the investor experience, with a focus on personalized solutions and referrals to deepen client connections. The ideal candidate will have 2+ years in financial services, applicable licenses (Series 7, Series 66,