Wealth Builder: Private Client Advisor

JPMorgan Chase & Co.; Greeley (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised investment solutions for individuals and families.

You will grow a book of business with a focus on relationship management and leveraging our digital tools to enhance the client experience. The role emphasizes understanding financial markets, high integrity, and educating clients on technology and channels to monitor and manage their investments.

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.
• Commitment to goals-based planning and advice.
• Series 7, Series 66 (63/65) and Life/Health/LTC licenses required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice for individuals and families.
• Educate clients on technology and channels to monitor investments.
• Maintain a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when and where they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised investment solutions for individuals and families.

You will grow a book of business with a focus on relationship management and leveraging our digital tools to enhance the client experience. The role emphasizes understanding financial markets, high integrity, and educating clients on technology and channels to monitor and manage their investments.