Wealth Advisor, Private Client: Planning & Relationships

JPMorgan Chase & Co.; Boulder (CO); Hybrid; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, offer advised solutions, and refer Chase partners to deepen client engagement.

The role emphasizes serving clients across wealth ranges, educating them on digital tools, and delivering an exceptional investor experience with integrity and a client-centric approach.

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 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.
• Bachelor’s degree preferred.

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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Relationship-building

Financial planning

Client acquisition

Regulatory knowledge

Technology/channel education

Education

Bachelor's degree

CFP preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, offer advised solutions, and refer Chase partners to deepen client engagement.

The role emphasizes serving clients across wealth ranges, educating them on digital tools, and delivering an exceptional investor experience with integrity and a client-centric approach.