J.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CO
About the role
J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and digital technologies. 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 your teammates' success and foster a diverse culture
- Build a book of business and deliver personalized investment solutions
- Offer holistic financial coaching beyond investments
- Embrace digital innovations to enhance client confidence and engagement
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
- Deep understanding of financial markets and sound business judgment
- Unwavering integrity and a passion for educating clients on investment technology and channels
Skills
- Demonstrated ability and commitment to goals-based planning and advice
- Valid and active Series 7, Series 66 (63/65), Life, Health, and Long Term Care Insurance licenses
- Preferred: Certified Financial Planner (CFP®) certification
Benefits
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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
Hours and schedule vary based on client needs and branch operations.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to meet their financial needs. We offer a competitive total rewards package including base salary, commission-based pay, and discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. We also provide a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.