Wealth Advisor, Private Client & Digital Planning

Aumni; Seattle (WA); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

J.P. Morgan Chase in Seattle is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client connections. The role emphasizes relationship management, fiduciary responsibility, and ongoing client education on digital tools and platforms to monitor and manage investments.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Series 7, Series 66, and Life/Health/LTC licenses active or required within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Uphold integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Financial planning

Industry knowledge

Education

CFP certification preferred

Bachelor’s degree preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase in Seattle is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client connections. The role emphasizes relationship management, fiduciary responsibility, and ongoing client education on digital tools and platforms to monitor and manage investments.