J.P. Morgan Wealth Management – Private Client Advisor - Bothell, WA
On-site · Bothell, Washington, United States
Job Summary
Private Client Advisor in Chase Wealth Management, Bothell, WA, builds a book of business and delivers personalized investment solutions to individuals and families. You will leverage leadership and relationship-building skills, provide holistic financial coaching beyond investments, educate clients on technology and channels to monitor and manage their investments, and work with Chase partner referrals to deepen client relationships. Emphasis on understanding financial markets, integrity, and delivering an exceptional investor experience through comprehensive financial planning and advice; role supports bankers and partners with a focus on digital innovations and client-centric service.
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
- 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.