J.P. Morgan Wealth Management – Private Client Advisor - Colorado Springs, CO (Austin Bluffs)

JPMorganChase • Colorado Springs, CO

23d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those beginning to save to those with significant wealth. You will represent the J.P. Morgan Chase brand and offer investment solutions using the firm’s investment products, thought leadership, and digital technology. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, with a focus on deepening client relationships and relationship management rather than portfolio management. The role also involves educating clients about digital tools and providing broader financial coaching beyond investments.

J.P. Morgan Chase describes its culture as focused on helping clients, supporting employees, building relationships, delivering extraordinary customer service, and maintaining a strong commitment to diversity and inclusion.

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 license.
• A valid and active Series 66 (63/65) license, or ability to obtain it 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, or ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

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

Responsibilities

• Support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions by using leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about available technology and channels to help them monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Use digital innovations to help clients become more digitally confident and bank when, where, and how they want.
• Offer comprehensive financial planning and advice to individuals and families, and provide advised solutions and Chase partner referrals to deepen client relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed