J.P. Morgan Wealth Management – Private Client Advisor - Kirkland, WA (Totem Lake)
On-site · Kirkland, Washington, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families as a Private Client Advisor in Chase Wealth Management in Kirkland, WA. Build a book of business and deliver personalized investment solutions by leveraging leadership, relationship-building, and knowledge of financial markets. Educate clients on technology and digital channels to monitor and manage investments, while upholding integrity and delivering an exceptional investor experience through partnership referrals and holistic financial coaching.
Required Qualifications
- 2+ years in a Financial Advisor role or equivalent financial services experience
- Series 7
- Series 66 (63/65) or must be obtained within 60 days
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days
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