J.P. Morgan Wealth Management – Private Client Advisor - Vancouver, WA
On-site · Vancouver, Washington, United States
Job Summary
Provide comprehensive financial planning and investment solutions to individuals and families as a Private Client Advisor in Chase Wealth Management. Build a book of business and deliver personalized investment solutions through relationship-building, leadership, and collaboration with partners. Demonstrate deep knowledge of financial markets, fiduciary integrity, and the ability to educate clients on digital tools and channels to monitor and manage their investments; deliver a holistic view of clients’ needs and financial coaching beyond investments, while embracing digital innovations to enable banking anytime, anywhere.
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
- 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
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.