Wealth Advisor: Build Lasting Client Relationships

JPMorganChase; Everett (WA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work environment. This role requires at least 2 years of financial services experience, along with valid Series 7 and 66 licenses. The candidate will be responsible for managing client relationships, demonstrating a deep understanding of financial markets, and employing digital innovations for client confidence. A competitive salary, commission pay, and comprehensive benefits package are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• 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.
• Provide a holistic view of clients’ needs and offer financial coaching.

Skills

Client acquisition and relationship management

Financial market understanding

Leadership skills

Digital technology confidence

Education

Bachelor's degree

Tools

Series 7 License

Series 66 (63/65) License

Life, Health, and Long Term Care Insurance License

Job description

JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work environment. This role requires at least 2 years of financial services experience, along with valid Series 7 and 66 licenses. The candidate will be responsible for managing client relationships, demonstrating a deep understanding of financial markets, and employing digital innovations for client confidence. A competitive salary, commission pay, and comprehensive benefits package are offered.