J.P. Morgan Wealth Management – Private Client Advisor - Greenwood Village, (Denver Tech Center)

Location: Greenwood Village, 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 Greenwood Village branch in the Denver Tech Center. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions that align with their life goals. Leveraging J.P. Morgan's global resources and cutting-edge research, you will create personalized investment strategies, retirement plans, and legacy planning advice, all while fostering enduring client relationships in a dynamic, branch-based environment. This position offers the opportunity to thrive in a collaborative team setting, contributing to the growth of one of the world's leading financial institutions. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored products from J.P. Morgan's suite of offerings, such as diversified portfolios and alternative investments. You will proactively engage with clients through scheduled reviews and market updates, ensuring their portfolios remain optimized amid evolving economic landscapes. Additionally, you will play a key role in business development by networking within the local Greenwood Village community, generating referrals, and partnering with branch teams to provide seamless, holistic financial services. Compliance with all regulatory standards is paramount, upholding J.P. Morgan's commitment to fiduciary excellence. We value professionals who are passionate about empowering clients' financial futures and possess a blend of technical expertise and interpersonal skills. This role not only provides a platform for professional growth through J.P. Morgan's renowned training programs but also positions you at the forefront of innovation in wealth management. Join us to make a meaningful impact in the lives of clients while advancing your career in a supportive, high-performance culture.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients, conducting regular reviews and proactive outreach to ensure satisfaction and growth
• Identify opportunities to deepen client relationships by recommending J.P. Morgan Wealth Management products, including investment portfolios, retirement planning, and estate strategies
• Collaborate with branch colleagues, such as bankers and specialists, to deliver holistic financial solutions and seamless client experiences
• Prospect for new clients through community engagement, referrals, and networking events in the Greenwood Village area
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA regulations, and fiduciary standards
• Utilize J.P. Morgan's proprietary tools and research to analyze market trends and construct optimized investment recommendations
• Educate clients on financial concepts, market conditions, and the benefits of J.P. Morgan's wealth management services
• Monitor portfolio performance and adjust strategies as needed to align with client objectives and economic changes
• Contribute to branch goals by participating in team meetings and supporting overall business development initiatives

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) licenses, or willingness to obtain within 120 days
• 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 retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch 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 platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Denver area
• Prior success in generating new business through networking and referrals in a competitive market
• Knowledge of local economic trends and opportunities in the Greenwood Village/Denver Tech Center region

Required Skills

• Financial analysis and portfolio management
• Investment advisory and planning expertise
• Client relationship building and retention
• Regulatory compliance and risk management
• Sales and business development acumen
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial software and CRM tools (e.g., J.P. Morgan platforms)
• Time management and organizational abilities
• Empathy and active listening for client needs
• Negotiation and consultative selling
• Market research and economic trend analysis
• Team collaboration and leadership
• Ethical decision-making and integrity
• Adaptability to changing financial regulations and market conditions

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• 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 Greenwood Village area

JP Morgan Chase is an equal opportunity employer.