Wealth Private Client Advisor: Relationship Builder

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 70,000 - 90,000; Full time

Job summary

A major financial services company in Seattle is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will build relationships with clients, utilizing a deep understanding of financial markets to provide tailored advice. The ideal candidate will have at least 2 years of financial advisory experience, Series 7 and 66 licenses, and a passion for client education. This role emphasizes client acquisition and fostering a diverse culture within the team.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates’ success while fostering a culture of diversity.
• Educate clients on financial technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP®) certification

Job description

A major financial services company in Seattle is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will build relationships with clients, utilizing a deep understanding of financial markets to provide tailored advice. The ideal candidate will have at least 2 years of financial advisory experience, Series 7 and 66 licenses, and a passion for client education. This role emphasizes client acquisition and fostering a diverse culture within the team.