J.P. Morgan Wealth Management – Private Client Advisor - Greenwood Village, (Denver Tech Center)
On-site · Greenwood Village, Colorado, United States
Job Summary
Private Client Advisor within Chase Wealth Management at J.P. Morgan Chase. Build a book of business and deliver personalized investment solutions to individuals and families, focusing on relationship management, client education on technology and channels, and delivering an exceptional investor experience. Emphasizes staying current with financial markets, practicing sound judgment, integrity, and leveraging digital innovations to help clients monitor and manage their investments, while providing holistic financial coaching beyond investments.
Required Qualifications
- 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
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