J.P. Morgan Wealth Management – Private Client Advisor - Denver, CO (Denver Metro)

Location: Denver, CO, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Private Client Advisor to join our Denver Metro branch team. In this branch-based role, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. Leveraging J.P. Morgan's global resources, cutting-edge research, and innovative platforms, you will help clients navigate complex financial landscapes, from investment strategies to estate planning, all while fostering enduring relationships that drive long-term success. This position offers the opportunity to thrive in a collaborative environment within one of the world's leading financial institutions, contributing to the growth of our Wealth Management franchise in the vibrant Denver market. As a Private Client Advisor, your primary focus will be on understanding clients' financial objectives and providing holistic advice that integrates banking, lending, and investment services. You will conduct in-depth consultations, analyze market trends using J.P. Morgan's proprietary insights, and recommend personalized portfolios designed to optimize returns while managing risks. Collaboration with internal specialists, such as tax advisors and portfolio managers, will be key to delivering seamless experiences. Additionally, you will actively engage in business development, cultivating referrals from existing clients, centers of influence, and local Denver networks to expand your book of business and assets under management. Success in this role requires a client-centric mindset, deep financial acumen, and the ability to adapt to evolving regulatory and economic conditions. J.P. Morgan Wealth Management is committed to your professional growth, offering robust training, mentorship, and performance incentives that reward excellence. If you are passionate about empowering clients to achieve their financial aspirations and eager to make an impact in the Denver community, join our team and be part of a legacy of excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Denver Metro area
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with branch teams and specialists to deliver holistic wealth solutions, such as lending, banking, and alternative investments
• Prospect and acquire new clients through referrals, networking events, and community involvement in Denver
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios and market conditions to proactively adjust strategies and mitigate risks
• Educate clients on J.P. Morgan's proprietary research, tools, and digital platforms for enhanced decision-making
• Participate in branch-based initiatives to grow assets under management and client satisfaction scores
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or the ability to obtain them within 120 days of hire
• 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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in the Denver Metro area
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree such as an MBA or CFP (Certified Financial Planner) certification
• Experience working with affluent clients in the Rocky Mountain region or similar markets
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly Spanish, to serve diverse Denver client base
• Previous success in asset gathering and portfolio management exceeding $50M AUM

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management in a fast-paced environment
• Empathy and active listening
• Negotiation and advisory persuasion
• Digital literacy with CRM tools like Salesforce
• Market research and economic trend analysis
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives tied to client acquisition and retention
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company match up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym reimbursements and mental health support
• Relocation assistance for qualified candidates moving to the Denver area

JP Morgan Chase is an equal opportunity employer.