Private Client Advisor: Wealth Strategy & Relationships

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building a practice with a broad range of investment solutions and partner referrals.

You will help clients monitor and manage investments, leverage technology, and deliver an exceptional investor experience through tailored advice and service. This role emphasizes relationship-building and fiduciary client care.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Financial advisory

Client acquisition

Relationship management

Goals-based planning

Investment knowledge

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building a practice with a broad range of investment solutions and partner referrals.

You will help clients monitor and manage investments, leverage technology, and deliver an exceptional investor experience through tailored advice and service. This role emphasizes relationship-building and fiduciary client care.