J.P. Morgan Wealth Management – Private Client Advisor - Bellingham, WA
On-site · Bellingham, Washington, United States
Job Summary
Private Client Advisor in Chase Wealth Management based in Bellingham, WA, responsibilities include building a book of business and delivering personalized investment solutions to individuals and families, leveraging leadership and relationship-building skills, providing a holistic view of clients’ needs, educating clients on technology and channels for monitoring investments, and embracing digital innovations to enable clients to bank when, where, and how they want. The role emphasizes client relationship management, adherence to high integrity, and collaboration with bank partners to deepen client relationships.
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 is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment
Additional Requirements
- None specified
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