Private Client Wealth Advisor

Fairygodboss; Spokane (WA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Financial Advisor in Spokane, Washington. In this role, you will build client relationships and deliver personalized investment solutions while prioritizing diversity and inclusion.

The position requires at least 2 years of financial services experience, client acquisition skills, and applicable licenses. The competitive package includes comprehensive health care, wellness centers, retirement plans, tuition reimbursement, and more.

Qualifications

• At least 2 years of experience in a Financial Advisor role or equivalent.
• Success in client acquisition and relationship maintenance.

Responsibilities

• Champion teammates' success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for managing investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital confidence education

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Financial Advisor in Spokane, Washington. In this role, you will build client relationships and deliver personalized investment solutions while prioritizing diversity and inclusion.

The position requires at least 2 years of financial services experience, client acquisition skills, and applicable licenses. The competitive package includes comprehensive health care, wellness centers, retirement plans, tuition reimbursement, and more.