Wealth Advisor – Private Client Planning & Growth

JPMorgan Chase; Greeley (CO); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

JPMorgan Chase in the US is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build strong client relationships, provide advisory services, and leverage Chase Wealth Management resources to enhance the investor experience.

The role emphasizes integrity, goals-based planning, and collaboration with partners to grow a book of business while guiding clients through digital tools and channels for

Qualifications

• Minimum 2 years as Financial Advisor or equivalent financial services experience.
• Proven success in acquiring and maintaining client relationships.
• Active Series 7 license; Series 66 (63/65) required or obtained within 60 days.
• Life, Health and Long Term Care licenses active or obtained within 60 days.
• CFP certification preferred; Bachelor's degree preferred.

Responsabilités

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investor guidance.
• Collaborate with partners to deepen client relationships.
• Educate clients on digital tools to monitor investments.

Connaissances

Client acquisition

Relationship management

Financial planning

Financial knowledge

Formation

Bachelor's degree preferred

CFP certification preferred

Description du poste

JPMorgan Chase in the US is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build strong client relationships, provide advisory services, and leverage Chase Wealth Management resources to enhance the investor experience.

The role emphasizes integrity, goals-based planning, and collaboration with partners to grow a book of business while guiding clients through digital tools and channels for