Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Boulder (CO); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm located in Boulder, Colorado is seeking a Private Client Advisor. The role involves providing comprehensive financial planning and advice to a diverse clientele, from beginners to high net worth individuals. You will focus on building relationships and delivering personalized investment solutions. Candidates should have at least 2 years in a financial advisor role, possess relevant licenses, and demonstrate integrity. This position offers a rewarding opportunity to impact clients' financial well-being.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning.

Responsibilities

• Champion success and goals of the bank.
• Build a book of business with personalized investment solutions.
• Educate clients on technology for investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm located in Boulder, Colorado is seeking a Private Client Advisor. The role involves providing comprehensive financial planning and advice to a diverse clientele, from beginners to high net worth individuals. You will focus on building relationships and delivering personalized investment solutions. Candidates should have at least 2 years in a financial advisor role, possess relevant licenses, and demonstrate integrity. This position offers a rewarding opportunity to impact clients' financial well-being.