Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Seattle (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase in Seattle is seeking a Financial Advisor to deliver personalized investment solutions and build relationships with clients. The role requires at least 2 years of experience in financial advising and includes extensive training in client acquisition.

Benefits include comprehensive health coverage, retirement savings plans, and more. This is an opportunity to work in an environment committed to diversity and client success.

Qualifications

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

Responsibilities

• Deliver personalized investment solutions to clients.
• Build a book of business focused on relationship management.
• Educate clients on technology and channels for investment management.

Skills

Client acquisition

Relationship management

Leadership skills

Financial coaching

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life Insurance license

Job description

JPMorganChase in Seattle is seeking a Financial Advisor to deliver personalized investment solutions and build relationships with clients. The role requires at least 2 years of experience in financial advising and includes extensive training in client acquisition.

Benefits include comprehensive health coverage, retirement savings plans, and more. This is an opportunity to work in an environment committed to diversity and client success.