Senior Private Client Advisor – Wealth Growth

JPMorgan Chase; Bellevue (WA); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase’s Private Client division seeks a Relationship Manager to cultivate high-net-worth client relationships, understand goals, and offer bespoke solutions with tailored planning. You will expand the client base by sourcing new relationships, collaborating across business lines, and maintaining a strong risk and controls environment while delivering exceptional service.

This role requires 10+ years in financial services and appropriate FINRA licenses; a college degree is preferred.

Qualifications

• Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and holistic planning.
• Demonstrate a passion for guiding clients and the ability to work collaboratively in a team to deliver bespoke solutions.
• The SIE exam, FINRA Series 7, and FINRA Series 66 are minimum requirements; licensing within 150 days of hire is expected.

Responsibilities

• Cultivate meaningful relationships with clients, delivering an exceptional, personalized experience.
• Discern client needs and craft bespoke solutions for short-, medium-, and long-term goals.
• Foster primary banking and lending relationships and introduce wealth management services.
• Present the JPMorgan Private Client value proposition to attract and nurture relationships.
• Share insights on the economy and markets to build trust and grow business.
• Build a robust pipeline by acquiring new relationships and expanding the client base.
• Network with referral sources to generate banking and investment opportunities.
• Develop internal partnerships across business lines to address client needs with precision.
• Uphold risk and controls by following policies and security guidelines.

Skills

Relationship management

Business development

Networking

Holistic financial planning

Team collaboration

Client advisory

Education

College degree or military equivalent

Tools

FINRA Series 7

FINRA Series 66

SIE exam

Job description

JPMorgan Chase’s Private Client division seeks a Relationship Manager to cultivate high-net-worth client relationships, understand goals, and offer bespoke solutions with tailored planning. You will expand the client base by sourcing new relationships, collaborating across business lines, and maintaining a strong risk and controls environment while delivering exceptional service.

This role requires 10+ years in financial services and appropriate FINRA licenses; a college degree is preferred.