Strategic Private Wealth Advisor

JPMorgan Chase & Co.; Port Orchard (WA); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Port Orchard invites an experienced Private Client Advisor to deliver holistic financial planning and tailored investment solutions to individuals and families.

You will build a book of business, cultivate client relationships, rely on market knowledge and a commitment to integrity, and guide clients through digital channels to monitor and optimize their investments.

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, and integrating with key partners
• Series 7 license active
• Series 66 (63/65) license active or must be obtained within 60 days of starting in the role as a condition of employment
• Life, Health and Long Term Care Insurance license active or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and relationship-building skills with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and act in the best interest of clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they want.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial market knowledge

Integrity

Digital familiarity

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC insurance license

Job description

JPMorgan Chase & Co. in Port Orchard invites an experienced Private Client Advisor to deliver holistic financial planning and tailored investment solutions to individuals and families.

You will build a book of business, cultivate client relationships, rely on market knowledge and a commitment to integrity, and guide clients through digital channels to monitor and optimize their investments.