Wealth Planning Advisor for Private Clients

Aumni; University Place (WA); Sur place; USD 100 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health care

Retirement plan

Tuition reimbursement

Mental health support

On-site wellness centers

Backup childcare

Résumé du poste

J.P. Morgan Chase’s Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment guidance to individuals and families.

The role centers on relationship building, trusted advice, and delivering an exceptional investor experience. You will work with clients across varying wealth levels, leveraging a broad product platform and digital tools to help them monitor, adjust, and optimize their portfolios while upholding the firm's

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals‑based planning and advice.
• Active Series 7 required.
• Active Series 66 (63/65) required or to be obtained within 60 days.
• Active Life, Health, and Long Term Care Insurance license required or to be obtained within 60 days.

Responsabilités

• Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building and leadership.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity consistent with doing right by clients.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients stay digitally confident and bank how they want.

Connaissances

2+ years experience

Series 7

Series 66 (63/65)

Licenses: Life/Health/ LTC

CFP (preferred)

Formation

Bachelor’s degree preferred

Description du poste

J.P. Morgan Chase’s Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment guidance to individuals and families.

The role centers on relationship building, trusted advice, and delivering an exceptional investor experience. You will work with clients across varying wealth levels, leveraging a broad product platform and digital tools to help them monitor, adjust, and optimize their portfolios while upholding the firm's