Private Client Wealth Advisor

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 80,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Seattle. You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting client relationships and guiding clients through digital tools to manage their investments.

The role emphasizes integrity, client-centric service, and collaboration with internal partners to expand advisory services and deepen client engagement.

Qualifications

• Minimum 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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Demonstrate unwavering integrity and do what is right for clients.
• Collaborate with Chase partners to deepen client relationships and expand services.

Skills

Client acquisition

Relationship management

Financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Seattle. You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting client relationships and guiding clients through digital tools to manage their investments.

The role emphasizes integrity, client-centric service, and collaboration with internal partners to expand advisory services and deepen client engagement.