Wealth Advisor: Personal Finance & Client Relationships

JPMorgan Chase & Co.; Highlands Ranch (CO); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Colorado seeks a Private Client Advisor to deliver comprehensive financial planning and ad vised investment solutions. You will build a client book, manage relationships, and provide guidance aligned with clients’ goals and risk tolerance.

Role requires Series 7, Series 66, and Life/Health/LTC licenses or license-ready within 60 days. CFP preferred; bachelor’s degree preferred. This position is with Chase Wealth Management, offering growth and a client-centric environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated commitment to goals-based planning and advice.
• A valid and active Series 7 license; a valid and active Series 66 license is required or must be obtained within 60 days.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Support teammates’ success and promote a culture of diversity and inclusion.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Engage digital platforms to help clients bank how, where, and when they want.

Skills

Client acquisition

Relationship management

Goals-based financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Colorado seeks a Private Client Advisor to deliver comprehensive financial planning and ad vised investment solutions. You will build a client book, manage relationships, and provide guidance aligned with clients’ goals and risk tolerance.

Role requires Series 7, Series 66, and Life/Health/LTC licenses or license-ready within 60 days. CFP preferred; bachelor’s degree preferred. This position is with Chase Wealth Management, offering growth and a client-centric environment.