Private Client Wealth Advisor — Relationship & Planning Expert

Testing Site - JPMC; Bellingham (WA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build and manage a book of business, provide tailored investment solutions, leverage digital tools to improve client experience, and collaborate with partners across the bank to deepen client relationships while upholding the firm’s standards of integrity and service.

Qualifications

• Minimum 2 years in a financial advisor role or equivalent financial services experience.
• Licensing: active Series 7 and Series 66 (63/65) or must obtain within 60 days of start.
• Licensing: active Life, Health and Long-Term Care insurance required or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold high standards of integrity and client-focused service.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments to meet client needs.
• Embrace digital tools to improve client experience and enable digital banking.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build and manage a book of business, provide tailored investment solutions, leverage digital tools to improve client experience, and collaborate with partners across the bank to deepen client relationships while upholding the firm’s standards of integrity and service.