Private Client Wealth Advisor: Holistic Planning & Growth

Testing Site - JPMC; Spokane (WA); On-site; USD 100,000 - 180,000; Full time

Job summary

JPMorgan Chase is hiring a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build and manage client relationships, leveraging leadership and partnerships to deepen client engagements.

The role emphasizes goals-based planning, integrity, and using digital tools to enhance the investor experience. A strong emphasis is placed on educating clients and coordinating with partners within the

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• License requirements: Series 7 and Series 66 must be active or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Operate with integrity and focus on client needs and outcomes.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to serve clients remotely or in-branch.

Skills

Client relationship building

Financial advising

Goals-based planning

Leadership

Digital literacy

Education

Bachelor’s degree (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

JPMorgan Chase is hiring a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build and manage client relationships, leveraging leadership and partnerships to deepen client engagements.

The role emphasizes goals-based planning, integrity, and using digital tools to enhance the investor experience. A strong emphasis is placed on educating clients and coordinating with partners within the