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Financial Consultant Financial Advisor

Private Client Advisor, Wealth Planning & Relationships

Job in Mercer Island, King County, Washington, 98040, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions to clients in Mercer Island. In this role, you will be responsible for building client relationships, providing comprehensive financial planning, and demonstrating strong integrity. Candidates must have at least 2 years of financial advisory experience and relevant licenses such as Series 7 and 66.

A Bachelor’s degree and CFP certification are preferred. Join a team committed to fostering diversity and enhancing client experiences.
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