Private Client Advisor – Wealth Planning & Digital Growth

JPMorgan Chase & Co.; Mercer Island (WA); On-site; USD 120,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. on Mercer Island, WA seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build and manage a book of business, engage with clients using digital tools, and collaborate with partners to deepen relationships while upholding the firm’s integrity and fiduciary standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship-building.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with focus on relationships.
• Champion teammates’ success and foster a culture of diversity.
• Demonstrate deep understanding of financial markets and sound judgement.
• Operate with integrity and do right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank how they want, when they want.

Skills

Financial advisor experience

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. on Mercer Island, WA seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build and manage a book of business, engage with clients using digital tools, and collaborate with partners to deepen relationships while upholding the firm’s integrity and fiduciary standards.