Wealth Advisor: Personal Finance & Client Relationships

JPMorgan Chase; Denver (CO); On-site; USD 50,868 - 62,172; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Denver is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support a diverse range of clients, from those just starting to save to those with significant wealth. The role emphasizes building relationships and delivering personalized investment solutions while fostering a culture of diversity. Valid licenses are required, and the position offers a competitive salary.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and client relationships.
• Valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Champion and support teammates' success and goals of the bank.
• Build a book of business delivering personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Building client relationships

Goals-based planning

Financial market understanding

Digital innovation education

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial institution in Denver is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support a diverse range of clients, from those just starting to save to those with significant wealth. The role emphasizes building relationships and delivering personalized investment solutions while fostering a culture of diversity. Valid licenses are required, and the position offers a competitive salary.