J.P. Morgan Wealth Management – Private Client Advisor - Littleton, 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 Littleton, CO branch. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources and cutting-edge tools to provide holistic financial planning, including investment advice, retirement strategies, estate planning, and tax optimization. Your focus will be on building long-term relationships with clients in the vibrant Littleton community, helping them navigate complex financial landscapes while upholding the highest standards of integrity and client-centric service. Key to success in this position is your ability to prospect for new business through local networking, referrals, and branch collaborations, while managing a portfolio of existing high-net-worth clients. You will conduct in-depth needs assessments, recommend personalized investment portfolios from J.P. Morgan's diverse offerings, and monitor performance to ensure alignment with client objectives. Compliance is paramount; you will adhere to all regulatory requirements, including FINRA and SEC guidelines, and integrate seamlessly with J.P. Morgan's risk management frameworks. This role demands a proactive approach to staying abreast of market trends, economic shifts in Colorado, and evolving financial regulations to deliver proactive advice. Joining J.P. Morgan Chase means becoming part of a world-class institution committed to innovation and excellence in financial services. The Private Client Advisor position offers a dynamic environment where you can grow your career through ongoing training, access to advanced analytics platforms, and opportunities for advancement within our Wealth Management division. If you are passionate about empowering clients to achieve financial security and thrive in a collaborative, high-performance culture, we invite you to apply and contribute to J.P. Morgan's legacy of trusted advisory services in Littleton, CO.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Littleton branch
• Develop and implement comprehensive wealth management strategies, including portfolio construction and risk assessment
• Prospect and acquire new clients through community engagement, referrals, and branch networking events
• Conduct regular client reviews to monitor portfolio performance and adjust strategies based on life events and market changes
• Collaborate with J.P. Morgan Chase teams, including bankers and specialists, to deliver holistic financial solutions
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Educate clients on J.P. Morgan's suite of products, such as Chase Private Client services and investment options
• Maintain accurate records in J.P. Morgan's CRM systems and prepare reports on client assets under management
• Participate in branch initiatives to promote wealth management services and achieve sales targets
• Stay updated on industry trends, tax laws, and economic factors affecting clients in Colorado

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
• 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 in a branch-based setting in Littleton, CO, with flexible hours including evenings and weekends
• 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 Chase systems and tools for wealth management
• Bilingual proficiency in English and Spanish to serve diverse clients in the Littleton community
• Prior success in generating new business through networking and referrals in the Colorado market
• Knowledge of local economic trends and real estate dynamics in the Denver metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce or J.P. Morgan systems)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data analysis for financial reporting
• Networking and community engagement
• Adaptability to market volatility

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
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships and mental health support
• Relocation assistance if applicable for the Littleton, CO location

JP Morgan Chase is an equal opportunity employer.