Private Wealth Advisor — Client Growth & Planning

Testing Site - JPMC; Kirkland (WA); On-site; USD 120,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Kirkland, WA is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build relationships, drive client acquisition, and collaborate with partners to provide tailored guidance, supported by your active Series 7 and Series 66 licenses, and a Life, Health and Long Term Care license.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions with relationship focus.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and do right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident

Skills

Client acquisition

Relationship management

Financial advisory

Industry knowledge

Digital/channel education

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in Kirkland, WA is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build relationships, drive client acquisition, and collaborate with partners to provide tailored guidance, supported by your active Series 7 and Series 66 licenses, and a Life, Health and Long Term Care license.