Wealth Advisor, Private Client & Planning

JPMorganChase; Bainbridge Island (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm seeks a Private Client Advisor on Bainbridge Island, Washington. The role involves providing comprehensive financial planning and advice to clients, helping them achieve their financial goals. Candidates must have at least 2 years of experience in a Financial Advisor role and possess necessary licenses. The firm values diversity and offers a competitive rewards package including health coverage and wellness programs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and bank goals.
• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor’s degree (preferred)

CFP® certification (preferred)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm seeks a Private Client Advisor on Bainbridge Island, Washington. The role involves providing comprehensive financial planning and advice to clients, helping them achieve their financial goals. Candidates must have at least 2 years of experience in a Financial Advisor role and possess necessary licenses. The firm values diversity and offers a competitive rewards package including health coverage and wellness programs.