Wealth Advisor for Private Clients

Testing Site - JPMC; Tukwila (WA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships and deliver tailored solutions using our digital tools and trusted referrals.

You will collaborate with specialists to offer holistic guidance, monitor portfolios, and educate clients on technology that helps them manage their investments securely and conveniently.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Series 7 required; Series 66 (63/65) license required or must be obtained within 60 days.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.
• CFP certification preferred; Bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank digitally.

Skills

Relationship building

Goals-based planning

Client acquisition

Financial markets knowledge

Education

Bachelor’s degree (preferred)

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships and deliver tailored solutions using our digital tools and trusted referrals.

You will collaborate with specialists to offer holistic guidance, monitor portfolios, and educate clients on technology that helps them manage their investments securely and conveniently.