Wealth Advisor: Holistic Planning & Digital Investing

Testing Site - JPMC; Bothell (WA); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build a trusted advisory relationship and leverage leadership and digital channels to meet clients’ financial needs.

You will maintain a client-centric approach, grow a book of business, and demonstrate deep market knowledge while upholding high ethical standards and fiduciary responsibility.

Qualifications

• Minimum 2 years in a Financial Advisor role or similar.
• Proven success in client acquisition and relationship management.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to clients.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and ethical standards in all client interactions.
• Educate clients on technology and channels for monitoring investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to help clients bank how and where they want

Skills

Client relationship building

Prospecting

Needs-based planning

Financial markets knowledge

Integrity and ethics

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build a trusted advisory relationship and leverage leadership and digital channels to meet clients’ financial needs.

You will maintain a client-centric approach, grow a book of business, and demonstrate deep market knowledge while upholding high ethical standards and fiduciary responsibility.