Wealth Advisor for Private Clients – Growth & Planning

Testing Site - JPMC; Mercer Island (WA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management on Mercer Island, WA. You will provide comprehensive financial planning and investment advice to individuals and families, building deep client relationships while guiding them through complex markets.

The role emphasizes goals-based planning, integrity, and leveraging digital channels to enhance client experiences. Strong licensing requirements and a commitment to fiduciary standards are essential.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven track record at acquiring and growing client relationships with partners.
• Strong goals-based planning and advisory capabilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and risk-informed investment advice.
• Demonstrate deep understanding of financial markets and exercise sound judgement.
• Promote integrity and client-focused service across all interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank how they want.

Skills

Client relationship building

Financial advisory

Regulatory compliance

Education

CFP certification preferred

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management on Mercer Island, WA. You will provide comprehensive financial planning and investment advice to individuals and families, building deep client relationships while guiding them through complex markets.

The role emphasizes goals-based planning, integrity, and leveraging digital channels to enhance client experiences. Strong licensing requirements and a commitment to fiduciary standards are essential.