Private Client Advisor – Wealth Planning & Digital

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the Seattle area seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

You will build strong client relationships, provide tailored investment solutions, and collaborate with partners to deepen client engagements. The role emphasizes goals-based guidance, market awareness, and educating clients on digital tools to monitor and manage their investments, while upholding

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.
• FINRA Series 7 license (active)
• FINRA Series 66 license (63/65) active or obtained within 60 days of start
• Life, Health and Long Term Care Insurance license active or to be obtained within 60 days of start

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments and educate clients on digital tools and channels.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client Acquisition

Relationship Building

Goals-Based Planning

Financial Advisory

Industry Knowledge

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in the Seattle area seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

You will build strong client relationships, provide tailored investment solutions, and collaborate with partners to deepen client engagements. The role emphasizes goals-based guidance, market awareness, and educating clients on digital tools to monitor and manage their investments, while upholding