JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Broomfield, CO
$58K
Broomfield, CO · Full-time · Posted Oct 8, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and personalized solutions while focusing on relationship management rather than portfolio management.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates, bank goals, and a diverse workplace while acting with integrity and sound business judgment.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and partnering with key stakeholders.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses active or obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$57,840.00-$57,840.00 USD base salary
Model-written summary · the original posting is authoritative