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

Location: Littleton, 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 in Ken Caryl, CO, serving the Littleton community. As a branch-based advisor, you will deliver comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth goals. This role is integral to J.P. Morgan's commitment to providing world-class wealth management services, leveraging our global resources and expertise to offer tailored solutions in investments, retirement planning, estate strategies, and more. You will work in a dynamic environment where client success drives your own, fostering deep relationships built on trust and integrity. Your primary focus will be on understanding each client's unique financial situation, risk tolerance, and objectives to craft bespoke strategies using J.P. Morgan's robust platform of products and services. This includes conducting in-depth consultations, analyzing market opportunities, and coordinating with internal teams for integrated banking and lending solutions. As a key member of the branch, you will also engage in proactive outreach to grow your client base through local networking, seminars, and referrals, all while adhering to the highest standards of compliance and ethical practices upheld by J.P. Morgan Chase. This position offers the opportunity to thrive in a supportive culture that values innovation and professional growth. With access to J.P. Morgan's extensive training programs, cutting-edge technology, and a collaborative team, you will continuously enhance your skills to deliver exceptional value. If you are passionate about empowering clients' financial futures and ready to contribute to one of the world's leading financial institutions, join us in Littleton, CO, to make a meaningful impact.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Ken Caryl and Littleton areas
• Develop and implement comprehensive wealth management strategies tailored to client goals
• Prospect and acquire new clients through community networking, referrals, and branch events
• Conduct regular portfolio reviews and adjust investment recommendations based on market conditions
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Ensure all advisory activities comply with J.P. Morgan's risk management and regulatory standards
• Educate clients on J.P. Morgan's suite of products, including brokerage, retirement planning, and alternative investments
• Maintain accurate client records in J.P. Morgan's proprietary systems and prepare performance reports
• Participate in ongoing professional development to stay abreast of industry trends and J.P. Morgan initiatives

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3 years of experience in financial advising or wealth management
• Valid Life and Health insurance licenses
• Strong understanding of financial planning principles and investment strategies
• Ability to build and maintain client relationships in a branch setting
• Compliance with FINRA and SEC regulations

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience working with high-net-worth individuals and families
• Advanced degree such as MBA or Master's in Finance
• Bilingual proficiency in English and Spanish to serve diverse clients in Colorado
• Prior experience in J.P. Morgan Chase or a similar financial institution

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge
• Risk assessment and mitigation
• Sales and prospecting techniques
• Proficiency in financial software like Bloomberg or J.P. Morgan systems
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend research
• Team collaboration
• Ethical decision-making

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Colorado locations

JP Morgan Chase is an equal opportunity employer.