JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Bonney Lake, WA
$80K
Bonney Lake, WA · Full-time · Posted Oct 2, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and a book of business through personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients about digital tools and channels for managing investments.
- Support teammates and bank goals while delivering client-focused service and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$80,280.00-$80,280.00 USD base salary
Model-written summary · the original posting is authoritative