JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - University Place, WA
$80K
University Place, WA · Full-time · Posted Oct 2, 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 deliver personalized investment solutions through relationship management.
- Educate clients on financial technology and provide coaching on broader financial needs.
- Support teammates and bank goals while maintaining client integrity and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship cultivation and maintenance, and partner integration.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; 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
Model-written summary · the original posting is authoritative