Wealth Advisor - Private Client & Financial Planning

Aumni; Boulder (CO); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients achieve their financial goals by delivering advised solutions, building strong relationships, and leveraging digital tools to enhance the investor experience. The role focuses on relationship management, servicing high-net-worth clients, and collaborating with partners to deepen client engagement.

Qualifications

• Requires at least 2 years in a financial advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.

Skills

Series 7

Series 66

Life/Health/Long Term Care licenses

CFP

Client acquisition

Relationship building

Education

Bachelor’s degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients achieve their financial goals by delivering advised solutions, building strong relationships, and leveraging digital tools to enhance the investor experience. The role focuses on relationship management, servicing high-net-worth clients, and collaborating with partners to deepen client engagement.