Private Client Advisor: Holistic Wealth & Relationships

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Seattle seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build strong client relationships and offer personalized investment solutions within Chase Wealth Management.

Role emphasizes governance, integrity, and educating clients on digital channels to monitor investments, with a focus on delivering exceptional investor experiences.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 your clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• 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 innovations to help clients become digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Insurance license (Life/Health/LTC)

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Seattle seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build strong client relationships and offer personalized investment solutions within Chase Wealth Management.

Role emphasizes governance, integrity, and educating clients on digital channels to monitor investments, with a focus on delivering exceptional investor experiences.