J.P. Morgan Wealth Management Private Client Advisor - Redmond, WA

About the position

As a Private Client Advisor at J.P. Morgan Chase, you will play a crucial role in providing comprehensive financial planning and advice to individuals and families. This position emphasizes building strong client relationships and delivering personalized investment solutions, leveraging a broad range of investment products and cutting-edge digital technology. You will be responsible for enhancing the client experience and supporting their financial needs, from those just starting to save to high-net-worth individuals.

Responsibilities

• Champion and support teammates' success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients through relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity in client interactions.
• Educate clients on available technology and channels for managing their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enhance client confidence in banking.

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting the role.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting the role.

Nice-to-haves

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor's degree preferred.