Private Client Advisor — Holistic Wealth & Planning

Testing Site - JPMC; Auburn (WA); On-site; USD 90,000 - 160,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families. You will build relationships, leverage digital tools, and collaborate with partners to offer tailored solutions while upholding the firm’s standards and fiduciary responsibilities.

This role requires licenses and a client-focused mindset to help clients monitor and grow their wealth.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent financial services experience.
• Proven success in client acquisition, cultivation and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 license required or obtained within 60 days of starting.
• Active Life, Health and Long Term Care licenses required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice across a broad client base.
• Demonstrate strong understanding of financial markets and business judgment.
• Operate with integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic guidance beyond investments and leverage Chase referrals.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC licenses

Education

Bachelor’s degree (preferred)

CFP Certification (preferred)

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families. You will build relationships, leverage digital tools, and collaborate with partners to offer tailored solutions while upholding the firm’s standards and fiduciary responsibilities.

This role requires licenses and a client-focused mindset to help clients monitor and grow their wealth.