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

JPMorgan Chase • Arvada, CO

386d

About The Position

As a Private Client Advisor at J.P. Morgan Chase, you will play a crucial role in providing comprehensive financial planning and advice to individuals and families. This position focuses on building strong client relationships and delivering personalized investment solutions, leveraging a broad range of investment products and cutting-edge digital technology. You will be responsible for enhancing the client experience and supporting their financial needs, from basic savings to significant wealth management.

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Nice To Haves

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

Responsibilities

• Champion and support 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 clients through relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity in client interactions.
• Educate clients on available technology and channels for managing their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enhance client confidence in banking.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees