J.P. Morgan Wealth Management - Private Client Advisor - Arvada, CO

Location: Arvada, CO, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Arvada, CO branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative platforms to help clients achieve their financial goals, from retirement planning to investment diversification. This position offers the opportunity to build meaningful relationships in a dynamic, client-focused environment within one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial situations, aspirations, and risk profiles to craft personalized strategies using J.P. Morgan's suite of products, including equities, fixed income, alternative investments, and advisory services. You will collaborate with branch colleagues to provide seamless support, while actively prospecting for new opportunities in the Arvada community. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. Success in this role requires a passion for financial services, strong analytical skills, and the ability to thrive in a goal-oriented setting. You will contribute to a high-performing team that drives client satisfaction and business growth, while benefiting from J.P. Morgan's robust training and career development programs. If you are a licensed professional with a client-first mindset, join us to empower the next generation of wealth in Arvada and beyond.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Arvada branch
• Develop and maintain long-term relationships with clients to understand their financial goals and risk tolerance
• Recommend J.P. Morgan Wealth Management products, including investment portfolios, retirement planning, and estate strategies
• Conduct comprehensive financial reviews and create customized wealth management plans using J.P. Morgan tools and resources
• Collaborate with branch teams, including bankers and specialists, to deliver holistic client solutions
• Prospect for new clients through networking, referrals, and community engagement in Arvada and surrounding areas
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's digital wealth management platforms
• Achieve individual and team sales goals while prioritizing client satisfaction and retention

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience with J.P. Morgan Chase products and platforms
• Bilingual proficiency in English and Spanish to serve diverse client bases in Arvada, CO
• Previous success in meeting or exceeding sales targets in wealth management
• Knowledge of local market dynamics in the Denver metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and economic analysis
• Team collaboration
• Digital literacy for client portals and CRM systems

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance if applicable, plus commuter benefits for Arvada location

JP Morgan Chase is an equal opportunity employer.