Private Client Wealth Advisor

JPMorgan Chase & Co.; Lynnwood (WA); Presencial; USD 80.000 - 140.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in Lynnwood, WA seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families, helping clients grow and protect wealth.

The role emphasizes building a book of business, partnering with specialists, and educating clients on digital tools to monitor investments. Requires Series 7, Series 66, and relevant licenses; CFP preferred; two years of advisor experience.

Formación

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days of start.

Responsabilidades

• Build a book of business and deliver personalized investment solutions to clients focusing on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold high integrity and do what is right for clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.

Conocimientos

Client acquisition

Relationship building

Financial planning

Series 7

Series 66

Licenses: Life Health Long Term Care

Educación

CFP certification preferred

Bachelor’s degree preferred

Descripción del empleo

JPMorgan Chase & Co. in Lynnwood, WA seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families, helping clients grow and protect wealth.

The role emphasizes building a book of business, partnering with specialists, and educating clients on digital tools to monitor investments. Requires Series 7, Series 66, and relevant licenses; CFP preferred; two years of advisor experience.