Wealth Advisor: Personal Planning & Client Growth

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is recruiting a Private Client Advisor within Chase Wealth Management.

You will offer comprehensive financial planning and investment advice to individuals and families, leveraging leadership and relationships to deliver tailored solutions. Responsibilities include building a client base, understanding markets, maintaining integrity, and educating clients on digital channels to monitor their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building with key partners.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank's goals with a culture of diversity.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Help clients use digital tools to be more confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets

Integrity

Education

Bachelors degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in the United States is recruiting a Private Client Advisor within Chase Wealth Management.

You will offer comprehensive financial planning and investment advice to individuals and families, leveraging leadership and relationships to deliver tailored solutions. Responsibilities include building a client base, understanding markets, maintaining integrity, and educating clients on digital channels to monitor their investments.