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

Location: Aurora, 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 branch in Aurora, CO. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources, cutting-edge research, and innovative tools to help clients achieve their financial goals, from retirement planning and education funding to estate preservation and philanthropic endeavors. This position offers the opportunity to build meaningful, long-term relationships in a dynamic community setting, while contributing to one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial landscapes through in-depth assessments and ongoing dialogues, then crafting personalized strategies that align with their objectives and risk profiles. You will recommend a diverse array of investment vehicles, including J.P. Morgan's proprietary funds and third-party products, while ensuring all recommendations adhere to the highest standards of fiduciary duty and regulatory compliance. Collaboration is key; you will work closely with internal specialists in areas like tax optimization and alternative investments to provide holistic advice. Additionally, you will engage in proactive business development, networking within the Aurora area to grow your client base and enhance J.P. Morgan's presence in the local market. Success in this role requires a passion for client success, a deep knowledge of the financial services industry, and the ability to thrive in a fast-paced, goal-oriented environment. J.P. Morgan Wealth Management is committed to fostering an inclusive culture where advisors can grow professionally through extensive training, mentorship, and access to elite resources. If you are a licensed professional with a proven track record in advisory services, eager to make a tangible impact on clients' financial futures, we invite you to bring your expertise to our team in Aurora, CO.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer strategies
• Develop and maintain long-term relationships with private clients through regular consultations and proactive outreach
• Analyze clients' financial situations, goals, and risk tolerances to recommend tailored investment portfolios
• Collaborate with J.P. Morgan Wealth Management teams, including specialists in estate planning and philanthropy, to deliver comprehensive solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Prospect and acquire new clients within the Aurora, CO community through networking, referrals, and branch events
• Monitor market trends and economic conditions to adjust client strategies and communicate updates effectively
• Utilize J.P. Morgan's proprietary tools and research to support informed decision-making
• Educate clients on financial products such as mutual funds, ETFs, annuities, and alternative investments
• Track and report on client portfolio performance, ensuring alignment with objectives and risk profiles

Required Qualifications

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

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the wealth management sector
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Aurora, CO
• Prior experience with J.P. Morgan Chase systems or similar enterprise financial platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and management
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• Team collaboration in a corporate environment
• Adaptability to economic and regulatory changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to Aurora, CO

JP Morgan Chase is an equal opportunity employer.