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Wealth Advisor: Private Client, Digital & Holistic Planning
Job in
Mercer Island, King County, Washington, 98040, USA
Listed on 2026-06-17
Listing for:
TwinThread
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor in Mercer Island, WA to provide comprehensive financial planning and advice. This role demands a solid understanding of financial markets and the integrity to prioritize client needs.
A successful candidate should have at least 2 years of financial advisory experience, with specific licenses required for compliance. This position emphasizes client acquisition, holistic financial coaching, and relationship management.
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