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

Location: Thornton, 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 Thornton, CO branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources, cutting-edge research, and diverse investment products to help clients achieve their financial objectives, from retirement planning to legacy building. This position offers the opportunity to thrive in a dynamic retail environment, fostering deep client relationships while contributing to the growth of our esteemed firm in the competitive financial services industry. Your primary focus will be on understanding clients' financial situations through in-depth consultations and developing personalized strategies that integrate investing, banking, and lending services. You will collaborate with J.P. Morgan specialists to provide holistic advice, ensuring every recommendation aligns with our commitment to integrity and excellence. Success in this role requires a client-centric approach, where you proactively identify opportunities to enhance portfolios and mitigate risks, all while navigating the evolving landscape of wealth management regulations and market conditions in the Colorado region. We value professionals who are passionate about empowering clients and driven by results. As a Private Client Advisor, you will engage in community outreach to expand our client base, participate in ongoing training to stay ahead of industry trends, and uphold J.P. Morgan's high standards of service. This role not only offers substantial career growth within one of the world's leading financial institutions but also the chance to make a meaningful impact on clients' financial futures in the vibrant Thornton community.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Thornton, CO branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and portfolio management
• Recommend and implement tailored investment solutions using J.P. Morgan's suite of wealth management products
• Collaborate with branch teams and specialists to deliver holistic advisory services, including lending and banking integration
• Prospect for new clients through community engagement, referrals, and branch networking events
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's research insights
• Contribute to branch goals by driving asset growth and client satisfaction metrics

Required Qualifications

• Bachelor's degree in finance, business administration, economics, 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 investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management sector
• Ability to work in a branch-based setting and engage with clients face-to-face
• 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, particularly in Spanish, to serve diverse client bases in Colorado
• Previous success in meeting or exceeding sales targets in financial advisory roles
• Knowledge of local market dynamics in the Denver metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and management
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Data analysis and reporting
• Negotiation and advisory persuasion
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance if applicable, and commuter benefits for Thornton, CO location

JP Morgan Chase is an equal opportunity employer.