Wealth Advisor for Private Clients

Aumni; Bainbridge Island (WA); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health care

Retirement plan

Total rewards package

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will build lasting client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement. The role emphasizes goals-based planning, responsible advisory conduct, and leveraging digital tools to enhance client experience across channels.

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.
• Requires Series 7 and Series 66 (63/65) or must obtain within 60 days; Life, Health and Long Term Care license or must obtain within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with focus on relationship management.
• Support teammates and bank goals while promoting a culture of diversity and inclusion.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in the best interests of clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Financial advising

Client relationships

Series 7

Series 66 (63/65)

Licensing (L&H LTC)

Goals-based planning

Financial markets understanding

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will build lasting client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement. The role emphasizes goals-based planning, responsible advisory conduct, and leveraging digital tools to enhance client experience across channels.