Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Bainbridge Island (WA); Sur place; USD 100 000 - 140 000; Plein temps

Résumé du poste

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Bainbridge Island, WA. You will deliver comprehensive financial planning and investment advice to individuals and families, building a book of business through strong relationship management and a client-centric approach.

You will guide clients through markets, leverage digital tools, and uphold high ethical standards while partnering with specialists to meet client goals.

Qualifications

• 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.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsabilités

• Build a book of business and deliver personalized investment solutions to clients by leveraging leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Promote integrity and client-centric service in every interaction.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients stay digitally confident and bank how they want.

Connaissances

Relationship building

Client acquisition

Goals-based planning

Financial advisory

Formation

Bachelor's degree

CFP certification

Outils

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Description du poste

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Bainbridge Island, WA. You will deliver comprehensive financial planning and investment advice to individuals and families, building a book of business through strong relationship management and a client-centric approach.

You will guide clients through markets, leverage digital tools, and uphold high ethical standards while partnering with specialists to meet client goals.