J.P. Morgan Wealth Management – Private Client Advisor - Spokane, WA (area)
On-site · Spokane, Washington, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions through relationship management and client coaching. Provide comprehensive financial planning and advisory services to individuals and families, leveraging leadership skills, technology, and partner referrals to deepen client relationships. Communicate market insights, demonstrate integrity, and help clients monitor and manage their investments while educating them on digital channels and available tools to access services.
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
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
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