Private Client Advisor: Wealth Planning & Digital Strategy

Testing Site - JPMC

Vancouver (WA)

On-site

USD 85,000 - 130,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You'll build deep client relationships, offer tailored investment solutions, and coordinate with JPMorgan Chase partners to deepen client engagement. You will leverage your experience in wealth management, maintain a client-first approach, and help clients monitor and manage their investments using

Qualifications

Minimum 2 years as a Financial Advisor or equivalent financial services experience.
Proven success in client acquisition and relationship management.
Strong goals-based planning and advisory capabilities.
Active Series 7 and Series 66 licenses; must be obtained within 60 days if not yet held.
Active Life, Health and Long Term Care Insurance licenses or obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Foster relationships and rely on leadership and collaboration for success.
Demonstrate understanding of financial markets and sound business judgement.
Educate clients on technology and channels to monitor investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients bank digitally and conveniently.