JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Grand Junction, CO
$58K
Grand Junction, CO · Full-time · Posted Oct 9, 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 while building client relationships and delivering personalized solutions.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching and educate clients about digital tools and channels for managing investments.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
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 integrating with key partners.
- 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 must be 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