Wealth Planning & Client Growth Advisor

Aumni; Bonney Lake (WA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase, part of Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build and maintain relationships, provide guidance across markets, and leverage digital channels to enhance client experience. Required licenses (Series 7, Series 66, Life/Health/LTC) with onboarding within 60 days, plus a bachelor’s degree and CFP preferred.

Qualifications

• 2+ years in a Financial Advisor role or equivalent.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship focus.
• Demonstrate deep understanding of financial markets and sound judgment.
• Provide holistic client needs assessment and financial coaching beyond investments.
• Embrace digital tools to help clients monitor and manage their investments.
• Support teammates and the bank's goals in a diverse culture.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase, part of Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build and maintain relationships, provide guidance across markets, and leverage digital channels to enhance client experience. Required licenses (Series 7, Series 66, Life/Health/LTC) with onboarding within 60 days, plus a bachelor’s degree and CFP preferred.