Private Client Advisor: Wealth Planning & Relationships

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will cultivate a book of business, collaborate with partners, and educate clients on digital channels and proactive financial coaching to help them reach their goals with integrity

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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

Goals-based planning

Compliance & licensing

Financial markets understanding

Education

Bachelor's degree preferred

CFP

Series 7 & 66 licenses

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will cultivate a book of business, collaborate with partners, and educate clients on digital channels and proactive financial coaching to help them reach their goals with integrity