J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette)

Location: Erie, 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 Erie, CO (Lafayette) branch. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their unique financial objectives. As a branch-based advisor, you will leverage J.P. Morgan's global resources, cutting-edge investment tools, and a client-centric approach to help build and preserve wealth in a dynamic economic landscape. This position offers the opportunity to make a meaningful impact in the local community while advancing your career within one of the world's leading financial institutions. Your primary focus will be on understanding clients' needs through in-depth consultations, crafting personalized financial plans that encompass investment strategies, retirement planning, estate considerations, and tax-efficient solutions. You will collaborate with J.P. Morgan's network of experts to provide access to premium products such as diversified portfolios, alternative investments, and integrated banking services. Success in this role requires a passion for client success, the ability to navigate complex financial regulations, and a commitment to upholding J.P. Morgan's high standards of integrity and excellence. Joining J.P. Morgan means becoming part of a supportive team in a vibrant location like Erie, CO, where you can contribute to the growth of our Wealth Management practice. We offer robust training, ongoing professional development, and a collaborative environment that fosters innovation in financial advising. If you are a results-oriented professional with a track record of client advocacy, we invite you to apply and help shape the financial futures of our clients.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Erie, CO branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients by leveraging J.P. Morgan's resources and building long-term relationships
• Conduct financial reviews, portfolio analyses, and retirement planning sessions to optimize client outcomes
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Educate clients on J.P. Morgan Wealth Management products, including mutual funds, ETFs, and alternative investments
• Monitor market trends and economic conditions to proactively advise clients on portfolio adjustments
• Participate in community events and networking in Erie and Lafayette to expand J.P. Morgan's client base
• Maintain accurate records of client interactions and transactions using 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) securities licenses
• At least 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 certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Colorado
• Previous success in generating new business through networking and referrals
• Knowledge of local market dynamics in Erie, CO, and surrounding areas

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and business development
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and trend analysis
• Team collaboration
• Ethical judgment in financial advising

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 for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Erie, CO area

JP Morgan Chase is an equal opportunity employer.