JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Mercer Island, WA
$78K
Mercer Island, WA · Full-time · Posted Jun 16, 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 delivering personalized solutions through a relationship-management focus.
What you'll do
- Build a book of business and deliver personalized investment solutions through client relationship management.
- Provide holistic financial coaching and educate clients about digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and acting with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$78,000.00-$78,000.00 USD base salary
Model-written summary · the original posting is authoritative