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Wealth Advisor, Private Client & Digital Planning

Job in Seattle, King County, Washington, 98127, USA
Listing for: Aumni
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 125000 USD Yearly USD 90000.00 125000.00 YEAR
Job Description & How to Apply Below

J.P. Morgan Chase in Seattle is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client connections. The role emphasizes relationship management, fiduciary responsibility, and ongoing client education on digital tools and platforms to monitor and manage investments.

The Wealth Advisor, Private Client & Digital Planning position in the Finance, Sales field is open for applications.

Our team is growing, and we are hiring a Wealth Advisor, Private Client & Digital Planning in Seattle, WA, United States.

This position is for the Wealth Advisor, Private Client & Digital Planning role at Aumni.

We are seeking a motivated Wealth Advisor, Private Client & Digital Planning to join Aumni in Seattle, WA, United States.

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