Wealth Advisor - Holistic, Client-First Planning

TwinThread; Vancouver (WA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of experience in financial advising, strong client acquisition skills, and relevant licenses including Series 7 and 66. The position includes a competitive rewards package with various benefits such as health care coverage and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.
• Embrace digital innovations to enhance client experience.

Skills

Client acquisition

Maintaining client relationships

Financial markets understanding

Leadership skills

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of experience in financial advising, strong client acquisition skills, and relevant licenses including Series 7 and 66. The position includes a competitive rewards package with various benefits such as health care coverage and retirement plans.