Wealth-Focused Private Client Advisor

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 110,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Seattle invites an experienced Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build and manage a client book, partner with specialists, and provide guidance across markets, taxes, and risk. The role emphasizes integrity, client service excellence, and adopting digital tools to enhance the investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship-building with partners.
• Commitment to goals-based planning and financial advice.
• Active Series 7 license and Series 66 (63/65) within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investor experiences.
• Demonstrate understanding of financial markets and sound judgement.
• Act with integrity and educate clients on digital tools for monitoring investments.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Financial planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Seattle invites an experienced Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build and manage a client book, partner with specialists, and provide guidance across markets, taxes, and risk. The role emphasizes integrity, client service excellence, and adopting digital tools to enhance the investor experience.