Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Everett (WA); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading global financial services firm located in Everett, WA seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years experience in financial advisory roles, possess active Series 7 and 66 licenses, and demonstrate success in client acquisition. Joining this firm means becoming part of a dynamic team committed to exceptional client service and fostering long-lasting relationships.

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 the success of your teammates and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels available for managing investments.

Skills

Client acquisition

Relationship management

Financial planning

Business judgment

Digital innovation

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 License

Series 66 License

Life and Health Insurance License

Job description

A leading global financial services firm located in Everett, WA seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years experience in financial advisory roles, possess active Series 7 and 66 licenses, and demonstrate success in client acquisition. Joining this firm means becoming part of a dynamic team committed to exceptional client service and fostering long-lasting relationships.