Holistic Wealth Advisor - Private Client, Seattle

Testing Site - JPMC; Seattle (WA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will support clients from those starting to save to those with significant wealth, delivering advised solutions and referrals to deepen relationships. The role emphasizes integrity, client-centric service, and the use of digital channels to enhance the investor experience.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and work with partners.
• Demonstrated commitment to goals-based planning and advising.

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 clients with leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that guides actions in the clients’ best interests
• Educate clients on technology and channels to monitor and manage their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank where, how, and when they want

Skills

Relationship management

Goals-based planning

Financial advisory

Client acquisition

Attention to regulatory/licensing

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will support clients from those starting to save to those with significant wealth, delivering advised solutions and referrals to deepen relationships. The role emphasizes integrity, client-centric service, and the use of digital channels to enhance the investor experience.