Private Wealth Advisor: Relationship & Planning

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

Job summary

J.P. Morgan Chase seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, supporting a broad range of clients from new savers to high-net-worth households.

You will offer advised solutions and Chase partner referrals to deepen client relationships, leveraging leadership, technology, and digital channels to enhance the investor experience.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Active Series 7 and Series 66 licenses, or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients with relationship management focus.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market understanding

Education

Bachelor’s degree

CFP certification

Tools

Series 7

Series 66

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, supporting a broad range of clients from new savers to high-net-worth households.

You will offer advised solutions and Chase partner referrals to deepen client relationships, leveraging leadership, technology, and digital channels to enhance the investor experience.