Wealth Advisor: Personal Finance & Investment Guidance

JPMorgan Chase & Co.; Bainbridge Island (WA); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a trusted advisor relationship, deliver investment solutions, and leverage digital tools to enhance the client experience.

You will work to expand client relationships with a focus on goals-based planning, integrity, and exceptional service, while partnering with Chase referrals to deepen client connections.

Qualifications

• Ability to build and maintain client relationships
• Experience delivering goals-based planning and advice
• Proven success in client acquisition and cross-referrals
• Active Series 7 license required or in progress (60 days)
• Active Series 66 license required or in progress (60 days)
• Active Life/Health/Long-Term Care license required or in progress (60 days)

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Offer comprehensive financial planning and advice to individuals and families
• Demonstrate understanding of financial markets and sound judgement
• Provide ethical, client-centered service with integrity
• Educate clients on technology and digital channels for monitoring investments
• Provide holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to enable clients to bank how they want

Skills

Client relationships

Financial planning

Sales & acquisition

Regulatory licensing

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a trusted advisor relationship, deliver investment solutions, and leverage digital tools to enhance the client experience.

You will work to expand client relationships with a focus on goals-based planning, integrity, and exceptional service, while partnering with Chase referrals to deepen client connections.