J.P. Morgan Wealth Management – Private Client Advisor - Colorado Springs, CO (Austin Bluffs)
On-site · Colorado Springs, Colorado, United States
Job Summary
Provide comprehensive financial planning and investment advisory to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions by focusing on relationship management and client needs. Leverage digital tools to help clients monitor and manage their investments, while collaborating with partners to deepen client relationships. Requires Series 7 and Series 66 licenses (or equivalent), Life/Health/LTC license (or obtain within 60 days), and a minimum of 2 years in financial services. Colorado Springs location; role emphasizes client-facing advisory work and a strong emphasis on integrity and fiduciary responsibility.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree preferred
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