Wealth Advisor - Holistic Planning & Client Growth

JPMorgan Chase & Co.; Lynnwood (WA); On-site; USD 95,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build lasting relationships, educate clients on digital tools, and collaborate with partners to deepen client engagement. The role emphasizes integrity, strong relationship-management skills, and a clear focus on goals-based planning and advice.

Qualifications

• At least 2 years in a Financial Advisor or equivalent financial services experience.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of start.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of start.
• CFP certification preferred.
• Bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions by leveraging leadership and relationship-building skills.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain client relationships and collaborate with partners across the bank.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Digital client education

Education

Series 7 license

Series 66 license

Life/Health/LTC insurance license

CFP certification preferred

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build lasting relationships, educate clients on digital tools, and collaborate with partners to deepen client engagement. The role emphasizes integrity, strong relationship-management skills, and a clear focus on goals-based planning and advice.