Private Wealth Advisor: Relationship & Planning

JPMorgan Chase; Seattle (WA); On-site; USD 70,200 - 85,800; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm based in Seattle is hiring a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. The role requires a proven ability in client acquisition, financial advising, and maintaining strong relationships. Candidates must have at least 2 years of experience and relevant licenses. A commitment to diversity and an understanding of digital tools are essential for success in this position.

Qualifications

• At least 2 years in a Financial Advisor role.
• Proven track record in client relationships.
• Valid Series 7 and Series 66 licenses needed.

Responsibilities

• Provide financial planning and personalized investment solutions.
• Educate clients on investment technology and channels.
• Build and maintain a book of business.

Skills

Client acquisition

Financial planning

Relationship management

Integrity

Digital confidence coaching

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Financial software

Job description

A leading financial services firm based in Seattle is hiring a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. The role requires a proven ability in client acquisition, financial advising, and maintaining strong relationships. Candidates must have at least 2 years of experience and relevant licenses. A commitment to diversity and an understanding of digital tools are essential for success in this position.