J.P. Morgan Wealth Management – Private Client Advisor - Bainbridge Island, WA
On-site · Bainbridge Island, Washington, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families, focusing on relationship management and providing holistic financial coaching beyond investments. The role emphasizes working with clients to understand financial needs, educate them on technology and channels for managing investments, and leveraging partnerships to deepen client relationships. Qualifications include 2+ years in financial advisory or equivalent experience, successful client acquisition and relationship management, goals-based planning, and active Series 7 and Series 66 licenses, plus Life/Health/LTC licenses (or the ability to obtain within 60 days). CFP certification is preferred and a Bachelor’s degree is preferred. The role operates within Bainbridge Island, WA as part of JPMorgan Chase’s wealth management client advisory team, offering investment and insurance products through JPMS and related affiliates.
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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