J.P. Morgan Wealth Management – Private Client Advisor Auburn, WA
On-site · Auburn, Washington, United States
Job Summary
Private Client Advisor within Chase Wealth Management focuses on building a book of business and delivering personalized investment solutions to individuals and families, leveraging leadership and relationship-building to deepen client relationships, with emphasis on goals-based planning, digital channel guidance, and holistic financial coaching beyond investments. The role requires understanding financial markets, maintaining integrity, and educating clients on technology-enabled wealth management channels, with licensing requirements including Series 7, Series 66, and Life/Health/LTC licenses; a Bachelor's degree is preferred.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment
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