Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Mercer Island (WA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Mercer Island, WA seeks a Financial Advisor to provide personalized investment solutions and foster client relationships. The ideal candidate has a minimum of 2 years experience in a financial advisor role and must possess Series 7 and 66 licenses.

This role emphasizes client acquisition, financial coaching, and requires integrity and strong knowledge of financial markets. A competitive total rewards package is offered, including health care and retirement savings plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion teammates' success and the bank's goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for investment management.

Skills

Client acquisition

Relationship management

Financial planning

Investment knowledge

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase in Mercer Island, WA seeks a Financial Advisor to provide personalized investment solutions and foster client relationships. The ideal candidate has a minimum of 2 years experience in a financial advisor role and must possess Series 7 and 66 licenses.

This role emphasizes client acquisition, financial coaching, and requires integrity and strong knowledge of financial markets. A competitive total rewards package is offered, including health care and retirement savings plans.