J.P. Morgan Wealth Management – Private Client Advisor - Boulder, CO

Location: Boulder, CO, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Boulder, CO branch. In this role, you will serve as a trusted financial advisor to high-net-worth individuals and families, delivering comprehensive planning and personalized advice to help them achieve their financial goals. As a key member of our team, you will leverage J.P. Morgan's global resources and expertise to provide holistic solutions, including investment management, retirement strategies, and wealth preservation. This branch-based position offers the opportunity to build meaningful relationships in the vibrant Boulder community while contributing to the firm's mission of empowering clients to pursue their passions with confidence. Your primary focus will be on understanding each client's unique needs and crafting tailored financial plans that align with their life objectives. You will collaborate with J.P. Morgan specialists to offer a full suite of services, from sophisticated investment portfolios to integrated banking and lending options. Success in this role requires a client-centric approach, where you proactively engage prospects through local networking and deliver exceptional service that fosters loyalty and referrals. In the dynamic financial services landscape, you will stay ahead of market trends and regulatory updates to ensure all recommendations are both innovative and compliant. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where diverse perspectives drive excellence. As a Private Client Advisor, you will benefit from ongoing training, cutting-edge technology, and a supportive culture that values work-life balance. If you are passionate about financial advisory and eager to make a lasting impact in Boulder, CO, this role provides the platform to advance your career while helping clients secure their financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Boulder, CO branch
• Develop and implement comprehensive wealth management strategies, including portfolio construction, retirement planning, and estate planning
• Build and nurture long-term client relationships through proactive outreach, regular reviews, and tailored solutions
• Identify client needs and recommend J.P. Morgan products and services, such as banking, lending, and investment options
• Collaborate with internal teams, including investment specialists and bankers, to deliver holistic financial solutions
• Conduct financial seminars and educational workshops for clients and prospects in the local community
• Monitor market trends and regulatory changes to ensure client portfolios remain optimized and compliant
• Maintain accurate client records in J.P. Morgan's CRM systems and adhere to all compliance protocols
• Drive business growth by prospecting new clients through networking, referrals, and community involvement in Boulder
• Ensure exceptional client service standards, aiming for high satisfaction and retention rates

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of comprehensive financial planning, investment strategies, and risk management
• Ability to comply with all regulatory requirements from FINRA, SEC, and state securities regulators
• Excellent communication and presentation skills with the ability to articulate complex financial concepts

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in a branch-based advisory role
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Boulder, CO
• Prior success in meeting or exceeding sales and client acquisition targets in competitive markets

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Sales and business development
• Presentation and public speaking
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Knowledge of tax and estate planning
• Networking and prospecting
• Adaptability to market changes
• Ethical judgment and integrity

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Boulder, CO

JP Morgan Chase is an equal opportunity employer.