Private Client Advisor — Wealth Planning & Digital Tools

Aumni; Bellevue (WA); On-site; USD 70,200 - 85,800; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is looking for a Private Client Advisor in Bellevue, WA to provide comprehensive financial planning and personal investment solutions. You will support a diverse clientele and deliver exceptional service while developing a book of business.

The ideal candidate will have at least 2 years in a Financial Advisor role and the required licenses. Competitive pay rates starting at $78,000 and a supportive environment focused on diversity and professional growth are offered.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Valid Series 7, Series 66 (63/65), and Life & Health Insurance licenses.

Responsibilities

• Build and manage a client book delivering personalized investment solutions.
• Support teammates' success and foster a culture of diversity.
• Educate clients on technology for investment management.

Skills

Client relationship management

Financial planning

Investment solutions

Sales skills

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Financial planning software

Client management systems

Job description

J.P. Morgan is looking for a Private Client Advisor in Bellevue, WA to provide comprehensive financial planning and personal investment solutions. You will support a diverse clientele and deliver exceptional service while developing a book of business.

The ideal candidate will have at least 2 years in a Financial Advisor role and the required licenses. Competitive pay rates starting at $78,000 and a supportive environment focused on diversity and professional growth are offered.