Holistic Private Client Wealth Advisor

JPMorgan Chase & Co.; Washington; On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Washington state seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance. You will build strong client relationships and provide advised solutions, referrals, and holistic financial coaching.

The role emphasizes integrity, market awareness, and empowerment through digital tools, helping clients monitor and manage their wealth with confidence across channels and platforms.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 active.
• Series 66 (63/65) license active or must be obtained within 60 days of starting in the role as a condition of employment.
• Life, Health and Long Term Care Insurance license active or must be obtained within 60 days of starting in the role as a condition of employment.
• Demonstrated success in client acquisition and relationship-building.
• Strong goals-based financial planning capabilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Offer advised solutions and Chase partner referrals to deepen client relationships.
• Demonstrate integrity and sound business judgment in client interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.

Skills

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Investment knowledge

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. in Washington state seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance. You will build strong client relationships and provide advised solutions, referrals, and holistic financial coaching.

The role emphasizes integrity, market awareness, and empowerment through digital tools, helping clients monitor and manage their wealth with confidence across channels and platforms.