Private Client Advisor - Wealth Planning & Digital

JPMorgan Chase; Seattle (WA); On-site; USD 70,200 - 85,800; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Seattle is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build relationships and deliver tailored investment solutions, with a focus on client satisfaction and financial coaching. Ideal candidates should have at least 2 years of experience in a Financial Advisor role and valid certifications. Competitive compensation package includes salary and benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Strong commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and focus on financial coaching.
• Champion and support team success while fostering diversity.

Skills

Client acquisition

Relationship management

Financial planning

Knowledge of financial markets

Education

Bachelor's degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Seattle is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build relationships and deliver tailored investment solutions, with a focus on client satisfaction and financial coaching. Ideal candidates should have at least 2 years of experience in a Financial Advisor role and valid certifications. Competitive compensation package includes salary and benefits.