Wealth Advisor – Private Client Planning

Aumni; Tukwila (WA); On-site; USD 70,200 - 85,800; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Backup childcare

Mental health support

Job summary

J.P. Morgan Chase in Tukwila is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. This role emphasizes relationship management and aims to provide the best investment solutions to clients.

The ideal candidate should have a minimum of 2 years in a Financial Advisor role, possess Series 7, Series 66, and relevant insurance licenses, and demonstrate success in client relationships. Competitive compensation and benefits are part of the package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to integrate with key partners for goals-based planning.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide financial coaching beyond investments.
• Embrace digital innovations to assist clients.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital literacy

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Tukwila is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. This role emphasizes relationship management and aims to provide the best investment solutions to clients.

The ideal candidate should have a minimum of 2 years in a Financial Advisor role, possess Series 7, Series 66, and relevant insurance licenses, and demonstrate success in client relationships. Competitive compensation and benefits are part of the package.