Private Client Advisor — Wealth Planning & Digital

Testing Site - JPMC; Seattle (WA); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase's Chase Wealth Management team seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families in Seattle.

You will build a book of business, deliver personalized investment solutions, and rely on relationship-building skills to deepen client relationships and drive growth.

Licenses required include Series 7 and Series 66, plus Life/Health/LTC licenses; CFP is preferred.

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivation and maintenance of client relationships, and integration with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• Active Life, Health and Long-Term Care license is required or must be obtained within 60 days of starting.

Aufgaben

• Champion and support 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 clients through relationships and a focus on long-term client needs.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity, doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Kenntnisse

Client relationship management

Goals-based planning

Financial market understanding

Integrity & ethics

Ausbildung

Bachelor's degree

Tools

Series 7

Series 66 (63/65)

Life/Health/ LTC license

Jobbeschreibung

J.P. Morgan Chase's Chase Wealth Management team seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families in Seattle.

You will build a book of business, deliver personalized investment solutions, and rely on relationship-building skills to deepen client relationships and drive growth.

Licenses required include Series 7 and Series 66, plus Life/Health/LTC licenses; CFP is preferred.