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

Location: Firestone, 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 Firestone, CO branch. In this branch-based role, you will serve as a trusted financial partner to individuals and families, offering comprehensive planning and advice to help them achieve their wealth-building objectives. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources and innovative tools to deliver personalized strategies, from retirement and education funding to estate preservation and investment diversification. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering lasting relationships in the vibrant Firestone community. Your day-to-day responsibilities will include conducting in-depth client consultations to assess financial situations, recommending tailored investment solutions from J.P. Morgan's extensive portfolio, and providing ongoing guidance amid market fluctuations. You will collaborate with branch colleagues, including bankers and specialists, to ensure seamless service delivery while adhering to the highest standards of compliance and fiduciary duty. Success in this role requires a proactive approach to client acquisition through local networking and referrals, as well as a deep understanding of regulatory requirements like those from the SEC and FINRA. By joining J.P. Morgan, you will contribute to empowering clients' financial futures while advancing your career in a supportive, high-performance environment. We value professionals who embody our core principles of integrity, excellence, and client-first service. The Firestone location offers a dynamic setting to engage with diverse clients in Colorado's growing economy, with opportunities for professional growth through J.P. Morgan's renowned training programs. If you are licensed, experienced, and eager to make a meaningful impact, apply today to become part of a firm that has been a leader in wealth management for over a century.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Firestone, CO branch
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and risk management
• Recommend and implement J.P. Morgan investment products, such as mutual funds, ETFs, and alternative investments
• Collaborate with branch teams and specialists to offer holistic wealth management services
• Prospect for new clients through community engagement, referrals, and branch networking events
• Ensure all advisory activities comply with J.P. Morgan policies, SEC regulations, and fiduciary standards
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's digital wealth tools
• Achieve individual and team sales goals while prioritizing client-centric outcomes

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
• 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 in a branch-based setting in Firestone, CO, with flexible hours including evenings and weekends
• Clean background check and compliance with FINRA and state securities regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase systems and tools for wealth management
• Bilingual proficiency in English and Spanish to serve diverse clients in the Firestone area
• Previous success in meeting or exceeding sales targets in financial advisory services
• Knowledge of local economic trends and community networks in Colorado

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Regulatory compliance and risk assessment
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management in a fast-paced branch environment
• Empathy and active listening for client needs
• Digital literacy for online banking and advisory platforms
• Negotiation and advisory persuasion
• Team collaboration with internal specialists
• Market research and economic trend analysis
• Ethical decision-making in fiduciary roles

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 financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to the Firestone, CO area

JP Morgan Chase is an equal opportunity employer.