JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Lynnwood, WA
$80K
Lynnwood, WA · Full-time · Posted Apr 30, 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 offering personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while maintaining integrity, sound judgment, and a commitment to client needs.
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 integration with key partners.
- A valid and active Series 7 license.
- A valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance license, 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