Wealth Advisor: Private Client (Boulder)

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 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.