Wealth Private Client Advisor: Relationship Builder

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 80,000 - 100,000; Full time

Job summary

A major financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role entails building relationships, delivering personalized investment solutions, and educating clients on financial markets and technology. Candidates should have a minimum of 2 years in a Financial Advisor role, be licensed, and possess strong relationship management skills. This position offers opportunities to support diverse clients in achieving their financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates and enhance the bank's goals while fostering diversity.
• Deliver personalized investment solutions focusing on relationship management.
• Educate clients about technologies to better manage their investments.

Skills

Client acquisition

Relationship management

Financial planning

Educational guidance

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A major financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role entails building relationships, delivering personalized investment solutions, and educating clients on financial markets and technology. Candidates should have a minimum of 2 years in a Financial Advisor role, be licensed, and possess strong relationship management skills. This position offers opportunities to support diverse clients in achieving their financial goals.