Private Wealth Advisor — Holistic Planning & Digital Banking

JPMorgan Chase & Co.; Vancouver (WA); On-site; USD 75,000 - 90,000; Full time

Job summary

A leading financial institution in Vancouver seeks a Private Client Advisor to provide comprehensive financial planning and advice. Candidates should have at least 2 years of financial advisory experience, and strong skills in client relationships and investment solutions. You will champion client success while fostering diversity, requiring Series 7 and 66 licenses. This role offers a chance to engage with a diverse clientele in a dynamic environment.

Qualifications

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

Responsibilities

• Support teammates’ success while fostering a culture of diversity.
• Deliver personalized investment solutions to clients.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Investment solutions

Education

Bachelor’s degree

CFP® certification

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial institution in Vancouver seeks a Private Client Advisor to provide comprehensive financial planning and advice. Candidates should have at least 2 years of financial advisory experience, and strong skills in client relationships and investment solutions. You will champion client success while fostering diversity, requiring Series 7 and 66 licenses. This role offers a chance to engage with a diverse clientele in a dynamic environment.