Private Client Advisor - Wealth Planning & Digital Tools

Testing Site - JPMC; Seattle (WA); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Seattle is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will build trusted relationships, translate goals into actionable plans, and coordinate with partners to deliver holistic solutions that meet clients’ unique needs. You’ll engage with clients across the wealth spectrum, leverage digital tools to monitor portfolios, and uphold the firm’s

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.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• 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 as a condition of employment.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Financial planning

Industry knowledge

Digital banking experience

Education

Bachelor's degree

CFP certification preferred

Tools

CRM software

Financial planning software

Job description

J.P. Morgan Chase in Seattle is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will build trusted relationships, translate goals into actionable plans, and coordinate with partners to deliver holistic solutions that meet clients’ unique needs. You’ll engage with clients across the wealth spectrum, leverage digital tools to monitor portfolios, and uphold the firm’s