Wealth Advisor for Private Clients

Next Frontier Capital; Seattle (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive financial planning and advice to individual clients and families. The role requires a minimum of two years as a Financial Advisor and expertise in delivering personalized investment solutions while fostering client relationships.

As a Private Client Advisor, you will focus on client acquisition, financial coaching, and leveraging digital innovations to enhance client engagement. A competitive rewards package and supportive benefits are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.
• Educate clients on digital banking technology and channels.

Skills

Client acquisition

Relationship management

Financial advising

Goals-based planning

Education

Bachelor’s degree

CFP® certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive financial planning and advice to individual clients and families. The role requires a minimum of two years as a Financial Advisor and expertise in delivering personalized investment solutions while fostering client relationships.

As a Private Client Advisor, you will focus on client acquisition, financial coaching, and leveraging digital innovations to enhance client engagement. A competitive rewards package and supportive benefits are offered.