Private Client Advisor — Wealth Planning & Digital Solutions

Aumni; Lynnwood (WA); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan Chase in Lynnwood is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to a diverse clientele. The ideal candidate will possess excellent relationship-building skills, ensure client satisfaction, and exhibit integrity in all dealings.

This role requires at least 2 years of Financial Advisor experience along with specific licenses, including Series 7 and Series 66. A Bachelor's degree and CFP certification are preferred. A commitment to client education and financial coaching is essential.

The position offers competitive compensation and opportunities for growth within a globally recognized financial institution.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and bank goals.
• Build a personalized book of business and investment solutions.
• Provide holistic financial coaching beyond just investments.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Goals-based planning

Educating clients on technology

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Lynnwood is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to a diverse clientele. The ideal candidate will possess excellent relationship-building skills, ensure client satisfaction, and exhibit integrity in all dealings.

This role requires at least 2 years of Financial Advisor experience along with specific licenses, including Series 7 and Series 66. A Bachelor's degree and CFP certification are preferred. A commitment to client education and financial coaching is essential.

The position offers competitive compensation and opportunities for growth within a globally recognized financial institution.