Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Mercer Island (WA); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions to clients in Mercer Island. In this role, you will be responsible for building client relationships, providing comprehensive financial planning, and demonstrating strong integrity. Candidates must have at least 2 years of financial advisory experience and relevant licenses such as Series 7 and 66. A Bachelor’s degree and CFP certification are preferred. Join a team committed to fostering diversity and enhancing client experiences.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success and bank goals while promoting diversity.
• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client relationship management

Financial planning

Sales and client acquisition

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions to clients in Mercer Island. In this role, you will be responsible for building client relationships, providing comprehensive financial planning, and demonstrating strong integrity. Candidates must have at least 2 years of financial advisory experience and relevant licenses such as Series 7 and 66. A Bachelor’s degree and CFP certification are preferred. Join a team committed to fostering diversity and enhancing client experiences.