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Private Client Advisor: Wealth & Planning
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-06-01
Listing for:
Chase
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Chase in Boulder, Colorado is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The successful candidate will have at least 2 years of experience in a Financial Advisor role, focusing on building strong client relationships and delivering personalized investment solutions. The position emphasizes financial coaching beyond investments, and it requires licenses such as Series 7 and Series 66.
A Bachelor's degree and CFP certification are preferred, and the role offers a competitive rewards package, including base salary and various employee benefits.
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