J.P. Morgan Wealth Management – Private Client Advisor - Kirkland, WA; Totem Lake

Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Redmond, WA role at JPMorgan Chase.

At J.P. Morgan Chase, we are passionate about helping our clients, taking care of our employees, building relationships, and delivering exceptional customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting-edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

Job Responsibilities

• Support your teammates’ success and the bank’s goals, fostering a culture of diversity.
• Build a client base and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity to do right by clients at every opportunity.
• Educate clients on available technology and channels to monitor and manage their investments.
• Provide holistic financial advice beyond investments.
• Embrace digital innovations to enhance client confidence and banking flexibility.

Minimum Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and relationship management.
• Goals-based planning and advisory skills.
• Active Series 7 license.
• Series 66 (63/65) license required or to be obtained within 60 days.
• Life, Health, and Long Term Care Insurance licenses required or to be obtained within 60 days.

Preferred Qualifications

• CFP certification preferred.
• Bachelor’s degree preferred.

Important Notices

• Investment products are not FDIC insured, not guaranteed by JPMorgan Chase, and involve risks including possible loss of principal.

We offer a competitive total rewards package, including salary, bonuses, benefits, and programs to support our employees. We value diversity and are an equal opportunity employer, committed to an inclusive environment.