J.P. Morgan Wealth Management – Private Client Advisor - Lakewood, CO (Green Mountain)

Location: Lakewood, 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 Lakewood, CO (Green Mountain). In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their life goals. As a key member of our branch team, you will leverage J.P. Morgan's global resources and expertise to help clients navigate complex financial landscapes, from investment strategies to retirement planning and beyond. This position offers the opportunity to build meaningful, long-term relationships in a dynamic, client-focused environment within one of the world's leading financial institutions. Your primary focus will be on understanding clients' unique needs and providing holistic advice that integrates J.P. Morgan's broad array of products, including equities, fixed income, alternative investments, and lending solutions. You will conduct in-depth financial assessments, develop customized plans, and continuously monitor and adjust portfolios to align with market conditions and client objectives. Collaboration with internal specialists in areas like estate planning and philanthropy will ensure seamless service delivery, while your efforts in client acquisition will contribute to the growth of our Lakewood branch. Success in this role requires a passion for financial services, a commitment to ethical practices, and the ability to thrive in a fast-paced, branch-based setting. J.P. Morgan Wealth Management is committed to fostering an inclusive culture where advisors like you can innovate and excel. If you are a licensed professional with a proven track record in advisory services, join us to empower clients in the Green Mountain community and advance your career at J.P. Morgan Chase.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients through regular consultations and proactive outreach
• Analyze clients' financial situations, recommend tailored investment strategies, and monitor portfolio performance
• Collaborate with J.P. Morgan Wealth Management teams to deliver comprehensive solutions including banking, lending, and estate planning
• Ensure all advisory services comply with SEC, FINRA, and internal J.P. Morgan regulations
• Prospect for new clients within the Lakewood, CO community, leveraging local networks and branch resources
• Educate clients on market trends, economic factors, and J.P. Morgan's suite of wealth management products
• Prepare and present financial reports, projections, and performance reviews to clients
• Participate in branch events and community initiatives to enhance J.P. Morgan's presence in Green Mountain area

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) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience with high-net-worth individuals or families in the wealth management sector
• Familiarity with J.P. Morgan's proprietary tools and platforms for financial planning
• Advanced degree such as an MBA in finance

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC, FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic trend analysis
• Team collaboration in a corporate environment
• Ethical decision-making in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 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 if applicable for the Lakewood, CO location

JP Morgan Chase is an equal opportunity employer.