J.P. Morgan Wealth Management - Private Client Advisor - Castle Rock​/Lone Tree​/Parker

J.P. Morgan Wealth Management – Private Client Advisor - Castle Rock / Lone Tree / Parker, CO

We have enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• 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 relying on leadership and relationship-building skills, focusing on relationship management rather than 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

• 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 (or 63/65) license required or to be obtained within 60 days of starting
• A valid and active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days of starting

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

• Not FDIC insured
• Not insured by any federal government agency
• Not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any affiliates
• Subject to investment risks, including possible loss of principal amount invested

These products are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are offered through Chase Insurance Agency, Inc. Products may not be available in all states.

We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.