JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Greeley and Loveland, CO
$58K
Greeley, CO +1 · Full-time · Posted Sep 22, 2026
- Location
- Greeley, CO
Loveland, CO - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, 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.
- Educate clients about digital tools and provide financial coaching beyond investments.
- Support teammates and bank goals while delivering client-focused service and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and working 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 required, or obtainable 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 (Greeley, CO); $57,840.00 - $57,840.00 USD base salary (Loveland, CO)
Model-written summary · the original posting is authoritative