J.P. Morgan Wealth Management – Private Client Advisor - Seattle, WA (University Way NE)
On-site · Seattle, Washington, United States
Job Summary
Provide comprehensive financial planning and investment advisory to individuals and families. Build a book of business and deliver personalized investment solutions with a focus on relationship management and client education. Embrace digital channels and innovations to help clients monitor and manage their investments, while collaborating with Chase partners to deepen client relationships. Emphasize understanding of financial markets, integrity, and a holistic view of clients’ needs and financial coaching beyond investments. Requires active Series 7 and Series 66 licenses (or to obtain within 60 days) and Life/Health/Long-Term Care licenses, with CFP and Bachelor’s preferred.
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
- Preferred qualifications: CFP certification and Bachelor's degree
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