Wealth Advisor: Private Client, Digital & Holistic Planning

TwinThread; Mercer Island (WA); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Mercer Island, WA to provide comprehensive financial planning and advice. This role demands a solid understanding of financial markets and the integrity to prioritize client needs.

A successful candidate should have at least 2 years of financial advisory experience, with specific licenses required for compliance. This position emphasizes client acquisition, holistic financial coaching, and relationship management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Ability to obtain required licenses within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on available technology to manage their investments.

Skills

Client acquisition and relationship management

Financial markets understanding

Goals-based planning

Leadership and relationship-building

Education

Bachelor’s degree (preferred)

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Mercer Island, WA to provide comprehensive financial planning and advice. This role demands a solid understanding of financial markets and the integrity to prioritize client needs.

A successful candidate should have at least 2 years of financial advisory experience, with specific licenses required for compliance. This position emphasizes client acquisition, holistic financial coaching, and relationship management.