Private Client Advisor: Wealth Planning & Digital

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagements. You will engage clients across a broad spectrum of financial needs, stay informed about markets, and leverage digital tools to enhance the investor experience while maintaining high standards of

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license required or active, Series 66 (63/65) needed or within 60 days of start.
• Life, Health and Long-Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building and leadership.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Help clients monitor, maintain, and adjust investments using available digital tools and channels.
• Foster client relationships and educate clients on technology platforms for investment management.
• Represent JPMorgan Chase with integrity and a client-first mindset.

Skills

Client acquisition

Relationship-building

Goals-based planning

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagements. You will engage clients across a broad spectrum of financial needs, stay informed about markets, and leverage digital tools to enhance the investor experience while maintaining high standards of