Wealth Advisor – Private Client Planning & Growth

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build relationships, provide investment solutions, and leverage digital channels to enhance the client experience.

You will support teammates and uphold integrity while expanding your book of business and collaborating with bank partners to meet clients' evolving financial needs.

Qualifications

• 2+ years as a Financial Advisor or in financial services
• Proven success in acquiring and maintaining clients
• Ability to deliver goals-based planning and advice
• Active Series 7 license required
• Active Series 66 (63/65) license required or to be obtained within 60 days
• Active Life, Health, and Long-Term Care Insurance license required or to be obtained within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building
• Provide comprehensive financial planning and advice to individuals and families
• Demonstrate understanding of financial markets and sound judgment
• Maintain integrity and act in clients' best interests
• Educate clients on technology and digital channels for monitoring investments
• Offer holistic financial coaching beyond investments
• Promote digital adoption to help clients bank when and where they want

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Digital literacy

Education

CFP certification

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build relationships, provide investment solutions, and leverage digital channels to enhance the client experience.

You will support teammates and uphold integrity while expanding your book of business and collaborating with bank partners to meet clients' evolving financial needs.