Private Wealth Advisor - Holistic Planning & Client Growth

JPMorgan Chase & Co.; Bothell (WA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management.

You will provide comprehensive financial planning and tailored investment advice to individuals and families, building long-term relationships and delivering exceptional client experiences. Ideal candidates have 2+ years in financial advisory, strong relationship skills, and are licensed or able to obtain Series 7, Series 66, and Life/Health/LTC licenses within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Series 7 and Series 66 required or must be obtained within 60 days.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.

Responsibilities

• Champion teammates’ success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold unwavering integrity and do right by clients.
• 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 bank flexibly when, where, and how they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management.

You will provide comprehensive financial planning and tailored investment advice to individuals and families, building long-term relationships and delivering exceptional client experiences. Ideal candidates have 2+ years in financial advisory, strong relationship skills, and are licensed or able to obtain Series 7, Series 66, and Life/Health/LTC licenses within 60 days.