J.P. Morgan Wealth Management – Private Client Advisor - Puyallup, WA
On-site · Puyallup, Washington, United States
Job Summary
Private Client Advisor within Chase Wealth Management delivering comprehensive financial planning and investment solutions to individuals and families. Responsibilities emphasize relationship-building, expanding client relationships, and educating clients on technology-enabled ways to monitor and manage their investments, with a holistic view of clients’ financial needs and coaching beyond investments. The role requires ongoing client acquisition and collaboration with partners to deliver personalized investment solutions and a strong emphasis on integrity and client 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 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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