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Wealth Advisor: Holistic Planning & Digital Solutions

Job in Colorado Springs, El Paso County, Colorado, 80509, USA
Listing for: Aumni
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Colorado Springs to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will leverage deep market knowledge, rely on relationships with clients and partners, and deliver an exceptional investor experience across advisory channels. The role emphasizes goals-based planning, wealth growth, and ongoing client education, supported by Chase’s digital tools and a

The Wealth Advisor:
Holistic Planning & Digital Solutions position in the Finance, Sales field is open for applications.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Colorado Springs, CO, United States.

This opportunity is part of our work in Finance, Sales.

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