JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Seattle, WA (West Seattle)
$78K
Seattle, 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, builds client relationships, and supports clients in using digital banking tools.
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, goals-based advice, and client education on investment technology and channels.
- Support teammates and bank goals while fostering diversity and delivering an exceptional client experience.
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; 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
USD 78,000.00-USD 78,000.00 base salary
Model-written summary · the original posting is authoritative