Wealth Advisor - Holistic, Client-First Planning

Aumni; Seattle (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate will manage client relationships, deliver personalized investment solutions, and support clients in achieving their financial goals. A minimum of 2 years in a financial advisory role is required, along with active Series 7 and Series 66 licenses. The company values diversity and offers competitive compensation and benefits, including health coverage and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated ability in goals-based planning and advice.
• Active Series 7 and Series 66 licenses are required.

Responsibilities

• Build and manage a portfolio of clients.
• Educate clients on financial planning and investment solutions.
• Demonstrate sound business judgment in financial decisions.

Skills

Client acquisition

Financial planning

Relationship management

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate will manage client relationships, deliver personalized investment solutions, and support clients in achieving their financial goals. A minimum of 2 years in a financial advisory role is required, along with active Series 7 and Series 66 licenses. The company values diversity and offers competitive compensation and benefits, including health coverage and retirement plans.