J.P. Morgan Wealth Management – Private Client Advisor - Colorado Springs, CO (Austin Bluffs)
JPMC Candidate Experience page — Colorado Springs, CO
Posted: 2026-10-16
Job Description
• Full-time Private Client Advisor role with JPMorgan Chase in Colorado Springs, CO (Austin Bluffs); work mode is not specified.
• Provide comprehensive financial planning, goals-based advice, investment solutions, financial coaching, and Chase partner referrals to individuals and families.
• Build a book of business through client acquisition, relationship management, personalized investment solutions, and key-partner integration; focus on relationship management rather than portfolio management.
• Requires at least 2 years of Financial Advisor or equivalent financial services experience, an active Series 7, and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, with specified licenses obtainable within 60 days of starting.
• CFP® certification and a bachelor’s degree are preferred; investment services operate through registered broker-dealer/advisor and licensed insurance entities subject to FINRA/SIPC and investment-risk disclosures.