J.P. Morgan Wealth Management - Private Client Advisor - Issaquah, WA (East Lake Sammamish)
On-site · Issaquah, Washington, United States
Job Summary
Private Client Advisor in JPMorgan Chase's Wealth Management division in Issaquah, WA. Responsibilities focus on building a book of business, delivering personalized investment solutions, leveraging leadership and relationship-building, educating clients on technology channels, and coordinating with partners to meet clients' financial needs. Requires at least 2 years of financial services experience, successful client acquisition and relationship management, and active Series 7 and Series 66 licenses (or ability to obtain within 60 days), plus Life/Health/LTC licenses (or ability to obtain within 60 days). Preferred CFP certification and Bachelor's degree. Investment products offered through JPMS; disclosures about non-deposit status provided. Positions are typically full-time with in-person work in Issaquah, WA.
Required Qualifications
- 2+ years in a Financial Advisor role or equivalent financial services experience
- valid and active Series 7 license
- valid and active Series 66 license (63/65) or must be obtained within 60 days of starting
- valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
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