J.P. Morgan Wealth Management – Private Client Advisor - Tukwila, WA
On-site · Tukwila, Washington, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families as a Private Client Advisor in Chase Wealth Management. Build a book of business and deliver personalized investment solutions with a focus on relationship management, financial coaching, and using digital channels to empower clients to monitor and manage their investments. Demonstrate deep knowledge of financial markets, integrity, and the ability to educate clients on technology and channels for banking and investing. Collaborate with partners to deepen client relationships and offer holistic financial guidance beyond investments.
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 license or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Bachelor’s degree preferred
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