JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Spokane, WA (area)
$80K
Spokane, WA +4 · Full-time · Posted Jul 15, 2026
- Location
- Spokane, WA
Kennewick, WA
Richland, WA
Yakima, WA
East Wenatchee, WA - 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 and financial coaching.
What you'll do
- Build a book of business and deliver personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while fostering diversity and delivering an exceptional investor experience.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining relationships, and integrating with key partners; 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 them 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 (Spokane, WA); $80,280.00-$80,280.00 USD base salary (Richland, WA); $80,280.00-$80,280.00 USD base salary (Kennewick, WA); $80,280.00-$80,280.00 USD base salary (Yakima, WA); $80,280.00-$80,280.00 USD base salary (East Wenatchee, WA)
Model-written summary · the original posting is authoritative