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Wealth Advisor - Holistic Planning & Client
Job in
Lynnwood, Snohomish County, Washington, 98037, USA
Listed on 2026-09-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.
You will build lasting relationships, educate clients on digital tools, and collaborate with partners to deepen client engagement. The role emphasizes integrity, strong relationship-management skills, and a clear focus on goals-based planning and advice.
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