Holistic Wealth Planner & Advisor

Aumni; Bellevue (WA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in Bellevue, WA seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will leverage a broad product platform and digital tools to tailor solutions and deepen client relationships.

You will focus on goals-based planning, fiduciary integrity, and collaboration with Chase Wealth Management partners; licenses are required or must be obtained within 60 days of starting.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship development.
• Commitment to goals-based planning and advice and obtaining required licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and integrity in client service.
• Educate clients on technology and channels to monitor investments and stay digitally confident.
• Collaborate with partners to deepen client relationships and referrals.
• Offer holistic view of clients’ needs beyond investments.

Skills

Financial Advisor

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/ LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase in Bellevue, WA seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will leverage a broad product platform and digital tools to tailor solutions and deepen client relationships.

You will focus on goals-based planning, fiduciary integrity, and collaboration with Chase Wealth Management partners; licenses are required or must be obtained within 60 days of starting.