Private Client Advisor — Wealth Planning & Digital Tools

JPMorgan Chase & Co.; Bothell (WA); On-site; USD 80,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Bothell, WA seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will build lasting client relationships, assess goals, and offer tailored solutions using the firm's digital platforms. You will collaborate with partners across banking and investment teams, educate clients on channels to monitor and manage their investments, and uphold the highest standards of integrity and service.

Qualifications

• At least 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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 license is required or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments and educate clients on monitoring their investments.

Skills

Relationship building

Financial advisory

Goals-based planning

Communication skills

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/ LTC license

Job description

J.P. Morgan Chase in Bothell, WA seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will build lasting client relationships, assess goals, and offer tailored solutions using the firm's digital platforms. You will collaborate with partners across banking and investment teams, educate clients on channels to monitor and manage their investments, and uphold the highest standards of integrity and service.