Private Client Advisor
Not Disclosed•Full-TimeOn-site
location_on21501, 38th Avenue West, Mountlake Terrace, Snohomish County, Washington, 98043, United States
About the Team
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a leading financial services firm, we help nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
About the Role
As a Private Client Advisor in Chase Wealth Management, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Using a broad investment product and thought leadership platform along with cutting-edge digital technology, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. This role focuses on relationship management rather than portfolio management, requiring you to demonstrate a deep understanding of financial markets, sound business judgment, and unwavering integrity. You will also embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
Work location
Work model: On-site
21501, 38th Avenue West, Mountlake Terrace, Snohomish County, Washington, 98043, United States
Mountlake Terrace, Washington
Key Responsibilities
- check_circleBuild a book of business and deliver personalized investment solutions to clients
Similar Job Opportunities
Skills, education and keywords
Skills: Series 7, Series 66, Series 63, Series 65, Life Insurance License, Health Insurance License, Long Term Care Insurance License, Certified Financial Planning, CFP.
Education: Bachelor's degree preferred.
Frequently asked questions about Private Client Advisor at JPMorganChase
What does a Private Client Advisor at JPMorganChase do?expand_more
Day-to-day, the Private Client Advisor at JPMorganChase will build a book of business and deliver personalized investment solutions to clients; offer comprehensive financial planning and advice to individuals and families; provide a holistic view of clients' needs and financial coaching beyond investments; and embrace digital innovations to help clients become more digitally confident.
What are the requirements for this Private Client Advisor role?expand_more
JPMorganChase is looking for candidates who meet the following requirements: At least 2 years in a Financial Advisor role or equivalent financial services experience; Valid and active Series 7 license; Valid and active Series 66 (63/65) license or must be obtained within 60 days; and Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
Where is the Private Client Advisor role at JPMorganChase located?expand_more
Private Client Advisor at JPMorganChase is based in 21501, 38th Avenue West, Mountlake Terrace, Snohomish County, Washington, 98043, United States. This is a on-site role.