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Financial Consultant

Wealth Advisor: Holistic Planning & Digital Solutions

Job in Lakewood, Jefferson County, Colorado, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking a Private Client Advisor to provide comprehensive financial planning and advice. In this role, you will support clients in creating personalized investment solutions while fostering strong relationships. The ideal candidate has experience as a Financial Advisor, a Series 7 license, and demonstrates a passion for client education and digital innovations. This position is based in Lakewood, Colorado, offering opportunities to make impactful financial decisions.
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