J.P. Morgan Wealth Management - Market Director of Wealth - Denver, CO (

JPMorganChase • Denver, CO

1d • Onsite

About The Position

At J.P. Morgan Chase, we are dedicated to helping clients, supporting employees, building relationships, and delivering exceptional customer service while upholding a strong commitment to diversity and inclusion. Leveraging a broad investment product and thought leadership platform, along with advanced digital technology, you will represent our brand and interact directly with clients to provide optimal investment solutions tailored to their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, supporting a diverse range of clients from those beginning to save to those with significant wealth. You will ensure an outstanding investor experience by providing advised solutions and facilitating Chase partner referrals to deepen client relationships.

Requirements

• 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
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Nice To Haves

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

Responsibilities

• Champion and support your 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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees