Private Client Advisor: Wealth Strategy & Digital Investing

JPMorgan Chase & Co.; University Place (WA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management in Washington.

You will provide comprehensive financial planning and advisory services to individuals and families, growing a client base and delivering tailored investment solutions through trusted partnerships. The ideal candidate will have 2+ years in financial advisory, solid client-management skills, and the necessary securities licenses to comply with regulatory requirements.

Qualifications

• Minimum 2 years as a Financial Advisor or equivalent financial services experience.
• Active Series 7 is required.
• Active Series 66 (63/65) required or within 60 days of start.
• Life, Health and Long Term Care Insurance license required or within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship-first approach.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advising

Education

Bachelor’s degree

CFP certification

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management in Washington.

You will provide comprehensive financial planning and advisory services to individuals and families, growing a client base and delivering tailored investment solutions through trusted partnerships. The ideal candidate will have 2+ years in financial advisory, solid client-management skills, and the necessary securities licenses to comply with regulatory requirements.