Private Client Wealth Advisor – Digital Planning & Growth

JP Morgan Chase; Seattle (WA); On-site; USD 90,000 - 160,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and customized investment solutions for individuals and families.

You will be at the forefront of client interactions, using leadership and relationship-building skills to deepen client relationships and drive advisory outcomes. The role emphasizes financial markets knowledge, integrity, and educating clients on digital tools to monitor and manage investments, while

Qualifications

• At least 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 required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions with focus on relationship management, not portfolio management.
• Champion and support teammates’ success and goals of the bank, fostering a culture of diversity.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• 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 help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life Insurance license

Health Insurance license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and customized investment solutions for individuals and families.

You will be at the forefront of client interactions, using leadership and relationship-building skills to deepen client relationships and drive advisory outcomes. The role emphasizes financial markets knowledge, integrity, and educating clients on digital tools to monitor and manage investments, while