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Jobs · Finance · Colorado

J.P. Morgan Wealth Management - Private Client Advisor - Denver, CO (Denver Metro)

JPMorganChase · Denver, CO · 2 days ago
On-siteFinanceFull-time

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management.

Responsibilities

  • Champion and support team members' success and foster a diverse culture
  • Build a book of business and deliver personalized investment solutions to clients
  • Demonstrate a deep understanding of financial markets and sound business judgment
  • Show unwavering integrity and commitment to doing what is right for clients
  • Exhibit a passion for educating clients on the technology and channels available to them
  • Embrace digital innovations to enhance clients' confidence and banking experience

Requirements

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, relationship building, and integration with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7A, Series 66 (63/65), Life, Health, and Long-Term Care Insurance licenses are required or must be obtained within 60 days of starting in the role

Preferred Qualifications

  • Certified Financial Planning (CFP®) certification
  • Bachelor's degree preferred

Skills

  • Strong client relationship management skills
  • Ability to educate clients on financial products and services
  • Knowledge of financial markets and sound business judgment
  • Passion for digital innovation and client education

Benefits

We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. We also provide a range of benefits and programs to support employee needs, such as comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, and more. Additional details about total compensation and benefits will be provided during the hiring process.

Pay

Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.

Schedule

Flexible work schedule to accommodate client needs.

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