Private Client Advisor, Wealth Management & Planning

JPMorgan Chase & Co.

Bellevue (WA)

On-site

USD 120,000 - 190,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build a book of business, provide personalized investment solutions, and deepen client relationships through a holistic approach including financial coaching.

The role emphasizes integrity, market knowledge, and educating clients on digital tools to monitor and manage investments.

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 within 60 days of starting.
A valid and active Life, Health and Long Term Care Insurance license within 60 days of starting.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.