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

Location: Castle Rock, 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 team in Castle Rock, Lone Tree, and Parker, Colorado. In this 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 branch-based advisor, you will leverage J.P. Morgan's global resources and innovative platforms to help clients achieve their financial objectives, from retirement planning to legacy building. This position offers the opportunity to thrive in a dynamic, client-centric environment while contributing to the growth of one of the world's leading financial institutions. Your primary focus will be on building meaningful, long-term relationships with clients in the local Colorado community. You will conduct in-depth financial assessments, recommend personalized investment strategies using J.P. Morgan's diverse product offerings, and provide ongoing guidance amid evolving market conditions. Collaboration with internal experts, such as portfolio managers and tax specialists, will be key to delivering holistic advice. Additionally, you will engage in proactive business development through networking events and referrals to expand your client base and assets under management. Success in this role requires a passion for financial advisory services, a commitment to ethical practices, and the ability to navigate regulatory landscapes. J.P. Morgan provides robust support, including cutting-edge technology and continuous training, to empower you in serving high-net-worth clients effectively. Join us to make a lasting impact on clients' financial futures while advancing your career in a prestigious firm renowned for excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Castle Rock, Lone Tree, and Parker areas
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend suitable investment strategies, including J.P. Morgan's suite of wealth management products such as mutual funds, ETFs, and alternative investments
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and tax-efficient strategies
• Collaborate with J.P. Morgan specialists, such as tax advisors and estate planners, to deliver holistic solutions
• Prospect and acquire new clients through community networking, referrals, and branch events in the local Colorado market
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance updates and adjustments as needed
• Educate clients on market trends and economic factors impacting their investments
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, 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 U4 and background check with no significant regulatory issues

Preferred Qualifications

• Advanced degree (MBA or CFP certification)
• Experience working with high-net-worth individuals and families
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Colorado
• Prior success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Regulatory compliance and risk assessment
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• CRM system usage (e.g., Salesforce integration with J.P. Morgan tools)
• Ethical decision-making in high-stakes environments
• Adaptability to market volatility and client needs

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 access to J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Castle Rock area

JP Morgan Chase is an equal opportunity employer.