JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Bothell, WA
$80K
Bothell, WA · Full-time · Posted Jul 10, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while demonstrating sound judgment and integrity in serving clients.
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 partner integration; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain each 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