J.P. Morgan Wealth Management – Private Client Advisor - Seattle, WA - Downtown

JPMorgan Chase & Co.•Seattle, WA

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those just starting to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, helping deepen client relationships. The role focuses on relationship management rather than portfolio management and involves building a book of business, providing personalized investment solutions, and supporting clients’ broader financial needs. You will represent the J.P. Morgan brand, use digital tools and channels to support clients, and contribute to a collaborative and inclusive team culture.

Requirements

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.
Valid and active Series 7 license.
Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting as a condition of employment.
Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting as a condition of employment.

Nice To Haves

Certified Financial Planning (CFP®) certification.
Bachelor’s degree.

Responsibilities

Support teammates’ success and the bank’s goals while fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions, focusing consistently on relationship management rather than portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgment.
Act with integrity and do what is right for clients.
Educate clients about technology and channels they can use to monitor, maintain, and manage their investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations and help clients become more confident using digital banking services.

Benefits

Competitive total rewards package.
Base salary determined by role, experience, skill set, and location.
Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.