JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Boulder, CO
Boulder, CO · Full-time · Posted Oct 12, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping manage client accounts and relationships.
What you'll do
- Process account openings, money movement, investment trades, and other operational requests; resolve client issues and provide information.
- Support wealth planning, relationship and account reviews, performance reporting, referral-source management, and lead generation.
- Follow risk-management, Know Your Customer, documentation, compliance, and operational procedures while prioritizing work and meeting deadlines.
What they ask for
- Valid and active Series 7 license.
- If registered after October 1, 2018, valid and active Securities Industry Essential (SIE) exam.
- Obtain valid and active Series 66 (63/65) and Life and Health Insurance licenses within 60 days of starting, as a condition of employment.
Pay
$26.93-$37.02 USD base salary
Model-written summary · the original posting is authoritative