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Client Success Advisor Jobs in Colorado (NOW HIRING)

First Western

Director, Senior Wealth Advisor

Denver, CO · On-site

$166K - $249K/yr

Identify and pursue new client opportunities through networking, referrals, and strategic ... Proven success in business development, prospecting, and relationship growth. * Experience leading ...

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Client Success Advisor information

See Colorado salary details

$22.1K

$54K

$90.4K

How much do client success advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client success advisor in Colorado is $53,952.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $61,500.00 per year, depending on experience, location, and employer.

How does a client success advisor typically collaborate with other departments to enhance the client experience?

As a Client Success Advisor, collaboration with departments such as Sales, Product, and Support is essential to ensure that clients achieve their desired outcomes. You will often act as a bridge, communicating client feedback and needs to internal teams, helping to prioritize feature requests or address service issues. This role requires strong interpersonal skills and proactive communication to align resources and maintain a seamless client journey. Regular meetings and shared documentation are common practices to facilitate effective cross-functional collaboration.

What is the difference between Client Success Advisor vs Customer Support Specialist?

AspectClient Success AdvisorCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in client management or account managementHigh school diploma or equivalent; technical or product knowledge often preferred
Work EnvironmentProactively manages client accounts, builds relationships, and ensures satisfactionResponds to customer inquiries, troubleshooting, and resolving issues
Employer & Industry UsageUsed in SaaS, consulting, and service industries focusing on client retentionCommon across tech, retail, and service sectors for customer assistance

The main difference is that a Client Success Advisor focuses on proactive relationship management and ensuring long-term client success, while a Customer Support Specialist primarily handles reactive support and issue resolution. Both roles require strong communication skills, but the Advisor role emphasizes strategic engagement and account growth.

What skills and qualifications are needed to thrive as a client success advisor?

To thrive as a Client Success Advisor, you need strong interpersonal skills, a background in customer service or account management, and often a relevant bachelor's degree. Familiarity with CRM software like Salesforce, customer support platforms, and data analysis tools is typically required. Outstanding communication, problem-solving abilities, and empathy help build lasting client relationships and resolve issues proactively. These skills ensure clients receive value from services, driving satisfaction, retention, and business growth.

What is a client success advisor?

A Client Success Advisor is a professional who works with clients to ensure they have a positive experience with a company's products or services. Their main goal is to build strong relationships, address client needs, and help clients achieve their desired outcomes. They often provide onboarding support, ongoing education, and act as a liaison between the client and internal teams. By proactively addressing concerns and identifying opportunities for improvement, Client Success Advisors help increase client satisfaction and retention.
What are popular job titles related to Client Success Advisor jobs in Colorado? For Client Success Advisor jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Client Success Advisor jobs in Colorado look for? The top searched job categories for Client Success Advisor jobs in Colorado are:
Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in Colorado as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $53,952 per year, or $25.9 per hour.

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

JP Morgan Chase

Silverthorne, CO

Full-time

Medical, Retirement

Re-posted 4 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment 
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices.  We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from.  As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

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