Private Client Advisor: Growth & Digital Investing

Testing Site - JPMC; Seattle (WA); On-site; USD 120,000 - 170,000; Full time

Job summary

J.P. Morgan Chase in Seattle seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build a client book, leverage leadership and relationships, and deliver tailored investment solutions while emphasizing a high-quality investor experience. The role requires at least 2 years in financial advisory experience, active securities licenses (Series 7 and 66 or equivalent), and appropriate insurance licenses or ability to

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license active or must be obtained within 60 days of starting.
• Series 66 license required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days.
• Strong client acquisition, relationship management and goals-based planning abilities.

Responsibilities

• Champion and support teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank securely and conveniently.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial market knowledge

Integrity

Digital literacy

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Seattle seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build a client book, leverage leadership and relationships, and deliver tailored investment solutions while emphasizing a high-quality investor experience. The role requires at least 2 years in financial advisory experience, active securities licenses (Series 7 and 66 or equivalent), and appropriate insurance licenses or ability to