J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA - (Northeast 8th and 106th)

JPMorganChase; Bellevue (WA); On-site; USD 60,000 - 110,000; Full time

Job summary

An established industry player seeks a Private Client Advisor to join their dynamic team in Bellevue. In this engaging role, you will provide comprehensive financial planning and advice to a diverse clientele, from beginners to high-net-worth individuals. You'll leverage cutting-edge digital technology to enhance client interactions and foster long-lasting relationships. This position offers a unique opportunity to make a significant impact on clients' financial journeys while being part of a culture that prioritizes diversity and inclusion. If you're passionate about financial services and eager to help clients achieve their goals, this is the perfect opportunity for you.

Benefits

Health Coverage

Wellness Centers

Retirement Plans

Tuition Reimbursement

Mental Health Support

Financial Coaching

Qualifications

• 2+ years experience in a Financial Advisor role or equivalent.
• Success in client acquisition and relationship management.

Responsibilities

• Build a book of business with personalized investment solutions.
• Educate clients on technology to manage their investments.

Skills

Client Acquisition

Relationship Management

Financial Planning

Investment Solutions

Financial Markets Knowledge

Education

Bachelor's Degree

Certified Financial Planner (CFP)

Tools

Financial Software

Job description

J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA - (Northeast 8th and 106th)

Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA - (Northeast 8th and 106th) role at JPMorgan Chase

Job Description

At J.P. Morgan Chase, we are passionate about helping our clients, caring for our employees, building relationships, and delivering exceptional customer service, all 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 represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting a wide range of clients from beginners to high-net-worth individuals. You will create an exceptional investor experience by offering advised solutions and leveraging Chase partner referrals to deepen client relationships.

Job Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, prioritizing doing right by clients at all times.
• Educate clients on available technology and channels to help them monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs, including 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.
• Success in client acquisition, relationship cultivation, and partnership integration.
• Goals-based planning and advice experience.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or ability to obtain within 60 days of employment.
• Valid and active Life, Health, and Long Term Care Insurance licenses, or ability to obtain within 60 days.

Preferred Qualifications

• Certified Financial Planning (CFP) certification preferred.
• Bachelor’s degree preferred.

Investment and Insurance Products

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

Products are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor. Annuities are available via Chase Insurance Agency, Inc. (CIA). JPMS, CIA, and JPMorgan Chase Bank, N.A. are affiliated under JPMorgan Chase & Co. Not all products available in all states.

About Us

J.P. Morgan Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to build engaged, lifelong relationships and prioritize our customers. We also support small businesses, nonprofits, and cities with tailored solutions.

We offer competitive total rewards, including base salary, commissions, discretionary incentives, and comprehensive benefits such as health coverage, wellness centers, retirement plans, tuition reimbursement, mental health support, and financial coaching. Additional details will be provided during hiring.

We value diversity and are an equal opportunity employer. We do not discriminate based on protected attributes and provide reasonable accommodations for religious practices and disabilities. For more info, visit our FAQs.

About The Team

Our Consumer & Community Banking division serves customers with personal banking, credit cards, mortgages, auto financing, investment advice, and small business loans. We lead in credit card sales, deposit growth, and digital solutions, ranking first in customer satisfaction.