J.P. Morgan Wealth Management – Private Client Advisor - Seattle, WA (West Seattle)
On-site · Seattle, Washington, United States
Job Summary
Private Client Advisor in Chase Wealth Management providing comprehensive financial planning and investment advice to individuals and families. Build a book of business and deliver personalized investment solutions with a focus on relationship management, client education on technology and digital channels, and collaboration with partners to deepen client relationships. Demonstrates deep understanding of financial markets, integrity in client service, and the ability to guide clients through monitoring and managing their investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in the role as a condition of employment
- A valid 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
- Bachelor’s degree preferred (preferred qualification)
- CFP certification preferred (preferred qualification)
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