Wealth Management Private Client Advisor

Testing Site - JPMC; Bellevue (WA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Bellevue, WA is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build deep client relationships, leverage leadership and partner referrals, and provide investment guidance across a broad set of client needs. The role emphasizes a client-centric approach, strong market knowledge, and the ability to educate clients on digital tools and solutions,

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship growth with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license required.

Responsibilities

• Champion and support teammates’ success while upholding a culture of diversity.
• Build a book of business and deliver personalized investment solutions, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank anywhere.

Skills

Client relationship management

Goals-based planning

Financial advisory

Communication skills

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in Bellevue, WA is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build deep client relationships, leverage leadership and partner referrals, and provide investment guidance across a broad set of client needs. The role emphasizes a client-centric approach, strong market knowledge, and the ability to educate clients on digital tools and solutions,