J.P. Morgan Wealth Management - Private Client Advisor - Thornton, CO

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.

Job Responsibilities

• Champion and support your teammates' success and the goals of the bank, fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients
• Support clients with a focus on relationship management rather than portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgment
• Show unwavering integrity in all client interactions
• Exhibit a passion for educating clients on the technology and channels available to them
• Embrace digital innovations to enhance client confidence and engagement

Required Qualifications, Capabilities, And Skills

• 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), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

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

Investment And Insurance Products Are NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT A NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

About Us

We are a leading financial services firm, serving nearly half of America's households and small businesses. Our mission is to create engaged, lifelong relationships and prioritize our customers. 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 mental health support.

Our Team

Our Consumer & Community Banking division provides a wide array of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are committed to leading the U.S. in credit card sales and deposit growth and consistently rank first in customer satisfaction.