Wealth Advisor – Holistic Client Solutions

Testing Site - JPMC; Olympia (WA); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will help clients build wealth, monitor markets, and access advisory solutions through a trusted, high-touch relationship model. The role emphasizes integrity, client service excellence, and collaboration with partners to grow a client book while guiding clients through digital tools and channels.

Qualifikationen

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Active Series 7 license and Series 66 (63/65) required or to be obtained within 60 days.
• Life, Health and Long Term Care licenses required or to be obtained within 60 days.

Aufgaben

• Build a book of business and deliver personalized investment solutions through relationships and leadership.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and client-centric service across channels and digital tools.
• Educate clients on technology and channels to monitor and manage investments.

Kenntnisse

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Leadership and collaboration

Regulatory licenses

Ausbildung

Bachelor’s degree

CFP certification preferred

Jobbeschreibung

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will help clients build wealth, monitor markets, and access advisory solutions through a trusted, high-touch relationship model. The role emphasizes integrity, client service excellence, and collaboration with partners to grow a client book while guiding clients through digital tools and channels.