JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Louisville, CO
$58K
Louisville, CO · Full-time · Posted Oct 8, 2026
- 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 personalized investment advice to individuals and families, builds client relationships, and helps clients use digital banking and investment tools.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and education about available technology and channels.
- Support teammates and bank goals while delivering exceptional client service and acting with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining client relationships, 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 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
Model-written summary · the original posting is authoritative