JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Port Orchard, WA
$80K
Port Orchard, WA · Full-time · Posted Sep 29, 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.
What you'll do
- Build a book of business and provide personalized investment solutions through relationship management.
- Offer holistic financial coaching and educate clients on digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and acting with integrity toward 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 integrating with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- 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
USD 80,280.00-USD 80,280.00 base salary
Model-written summary · the original posting is authoritative