Private Wealth Advisor: Holistic Planning & Digital Tools

JPMorgan Chase & Co.; Tukwila (WA); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Tukwila seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions. With at least 2 years in a Financial Advisor role, you'll focus on relationship management, client education, and personalized advice. A Bachelor’s degree and relevant licenses are preferred, and the position offers a competitive salary and supportive work environment.

Qualifications

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

Responsibilities

• Champion teammates’ success and bank goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Investment solutions

Financial coaching

Relationship management

Technical education

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

A leading financial services firm in Tukwila seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions. With at least 2 years in a Financial Advisor role, you'll focus on relationship management, client education, and personalized advice. A Bachelor’s degree and relevant licenses are preferred, and the position offers a competitive salary and supportive work environment.