Private Client Advisor - Wealth Planning & Growth

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families in the Seattle area.

You will build strong client relationships, leverage leadership and a broad platform, and guide clients through evolving markets with a focus on growth and risk management. Qualified candidates will have at least 2 years in financial advisory, current Series 7 and Series 66 licenses or the ability to

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required; Series 66 or 63/65 required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or to be obtained within 60 days.
• CFP designation is preferred; a bachelor’s degree is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and fiduciary responsibility in client interactions.
• Educate clients on technology and channels to monitor investments.
• Deliver holistic financial coaching beyond investments.
• Leverage digital tools to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity and service mindset

Education

Series 7 license

Series 66 license (63/65)

Life/Health/Long Term Care license

CFP certification

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families in the Seattle area.

You will build strong client relationships, leverage leadership and a broad platform, and guide clients through evolving markets with a focus on growth and risk management. Qualified candidates will have at least 2 years in financial advisory, current Series 7 and Series 66 licenses or the ability to