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

Location: Silverthorne, 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 Silverthorne, CO branch. In this role, you will serve as a trusted financial partner to affluent individuals and families in the picturesque Summit County area, offering comprehensive wealth management solutions tailored to their unique lifestyles and goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources to deliver personalized advice on investments, retirement planning, estate strategies, and integrated banking services through our Chase Private Client platform. Your expertise will help clients navigate complex financial landscapes, from mountain resort living expenses to long-term legacy planning, all while fostering enduring relationships in this vibrant community. Key to success in this position is your ability to prospect and grow a client base through local networking, referrals, and participation in community events in Silverthorne and surrounding areas. You will conduct in-depth financial assessments, construct diversified portfolios using J.P. Morgan's sophisticated investment tools, and collaborate with our network of specialists to provide seamless access to lending, philanthropy, and alternative investments. Compliance and ethical standards are paramount; you will ensure all recommendations adhere to regulatory requirements while maintaining the highest levels of client confidentiality and satisfaction. This role demands a proactive approach to monitoring market conditions and adapting strategies to protect and grow client wealth in an ever-evolving economic environment. J.P. Morgan Wealth Management is committed to empowering advisors like you with cutting-edge technology, ongoing training, and a supportive team culture. Based in the stunning Colorado Rockies, this position offers the opportunity to blend professional excellence with an active outdoor lifestyle. If you are passionate about financial advisory and ready to make a meaningful impact on clients' financial futures, join us in delivering the unparalleled service that defines J.P. Morgan.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Silverthorne, CO branch
• Develop and implement comprehensive wealth management strategies, including portfolio construction, retirement planning, and estate strategies
• Prospect, acquire, and retain clients through networking, referrals, and community engagement in the local Colorado market
• Conduct client meetings to assess financial goals, risk tolerance, and needs, delivering tailored recommendations
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to offer holistic solutions
• Ensure compliance with SEC, FINRA, and internal J.P. Morgan policies while managing client portfolios
• Monitor market trends and economic conditions to adjust client strategies proactively
• Educate clients on J.P. Morgan Wealth Management products, such as Chase Private Client services and investment options
• Maintain accurate records in CRM systems and prepare reports on client progress and performance
• Participate in branch events and professional development to enhance advisory capabilities

Required Qualifications

• Bachelor's degree in finance, business, economics, 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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting with occasional travel within the Silverthorne, CO area
• Clean U4 and background check with no significant regulatory violations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in mountain or resort communities like Silverthorne, CO
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems or similar enterprise wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Risk assessment and mitigation
• Regulatory compliance (FINRA/SEC)
• Communication and presentation skills
• Sales and prospecting techniques
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic forecasting
• Digital literacy in financial tools
• Adaptability to client needs in a dynamic environment

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

JP Morgan Chase is an equal opportunity employer.