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

Aumni; Boulder (CO); On-site; USD 50,868 - 62,172; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Boulder, CO. This role involves providing comprehensive financial planning and advice, building client relationships, and delivering exceptional service. Candidates should have at least two years of relevant experience and hold a Series 7 and 66 license. The position offers a competitive salary and benefits, emphasizing a culture of diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining relationships.
• Ability to integrate with key partners.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial market understanding

Education on technology

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Job description

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

Boulder, CO, United States

Job Information

• Job Identification: 210594732
• Job Category: Advisors
• Business Unit: Consumer & Community Banking
• Posting Date: 04/16/2025, 03:32 PM
• Locations: 1301 Canyon Blvd, Boulder, CO, 80302, US
• Job Schedule: Full time
• Base Pay/Salary: Boulder,CO $56,520.00-$56,520.00

Job Description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This will be done with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Required Qualifications, Capabilities, and Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor’s degree preferred.

Investment and Insurance Products Are:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Compensation and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Equal Opportunity Employer / Disability / Veterans

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.