J.P. Morgan Chase & Co.

Wealth Management Advisor

J.P. Morgan Chase & Co.

Denver, CO, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

J.P. Morgan Chase & Co. is a global leader in financial services and is now looking for a highly motivated and experienced Wealth Management Advisor to join our team. The Wealth Management Advisor is responsible for providing comprehensive financial advice to our clients and helping them pursue their financial goals. This role requires excellent communication, analytical, and sales skills, as well as the ability to think strategically and build strong relationships. We are looking for a candidate who has a passion for the world of investments and financial planning, and is eager to help our clients achieve their financial dreams. Minimum Qualifications:- Bachelor's degree in Business, Finance, Economics, or related field- 3+ years of experience in a financial services related role- Ability to develop and maintain strong client relationships- Strategic and analytical thinking, problem-solving, and decision-making skills- Excellent communication, presentation, and interpersonal skills- Proficient in financial planning software and Microsoft Office Suite

Where is this job?
This job is located at Denver, CO, USA
Job Qualifications
  • Or A Related Field

  • Economics

  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance

  • Accounting

  • Ability To Build And Maintain Relationships With Clients

  • Proven Experience In Wealth Management Advisory

  • Knowledge Of Financial Markets And Investment Products

  • Advanced Knowledge Of Financial Planning Techniques

  • Understanding Of Tax Laws And Regulations

  • Strong Numerical And Analytical Skills

Required Skills
  • Risk Management

  • Financial Planning

  • Data Analysis

  • Financial Modeling

  • Relationship Management

  • Cash flow analysis

  • Regulatory compliance

  • Client Relations

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment Research

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organization

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Denver, CO, USA is between $52,000 and $106,000 per year. These salary ranges can vary depending on the individual's experience, qualifications, and the type of firm they are employed by.

Additional Information
J.P. Morgan Chase & Co. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeMay 22nd, 2025
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About J.P. Morgan Chase & Co.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.

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