JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Spanish Speaking Preferred (Not Required) - Denver, CO (Central Park and E 36th Ave)
$58K
Denver, CO · Full-time · Posted Oct 26, 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 offering personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients on financial technology and provide financial coaching beyond 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, client 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 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