Talent.com
Chase
J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WAChase • Bellevue, WA, United States
J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WA

J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WA

Chase • Bellevue, WA, United States
3 days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Create a job alert for this search

J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WA • Bellevue, WA, United States

Similar jobs

Advisor- Highland Private Wealth Management

Hightower AdvisorsBellevue, WA, United States
Permanent

Highland Private Wealth Management Advisor.Highland Private Wealth Management is a multi-office advisory practice with locations in Bellevue and Ellensburg, providing comprehensive wealth advisory ... Show more

 • Promoted

Private Wealth Advisor

Blue TrustSeattle, WA, United States
Full-time

The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve.Provides leadership, direction, and acco... Show more

 • Promoted

Regional Business Development Strategy Advisor

Geneis HealthcareEverett, WA, United States
Full-time

We are dedicated to improving the lives we touch through the delivery of high-quality care and exceptional service.As a leading provider in the long-term care industry, we believe in fostering a co... Show more

 • Promoted

Client Relationship ManagerTacoma, Washington, United States

ErnestTacoma, WA, United States
Full-time

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself.When you work with Ernest, you'll enjoy the advan... Show more

 • Promoted

Field Sales Representative - Everett, WA

U.S. LawShieldEverett, WA, United States
Full-time +1

Part-Time Field Sales Representative Group Presentations & Events.Turn Your Presentation Skills into Above-Average Earnings.LawShield, we deliver Legal Defense for Self Defense giving responsible ... Show more

 • Promoted

Private Capital Client Partner

CartaSeattle, WA, United States
Full-time

Private Capital Client Partner.San Francisco, CA; Santa Clara, CA; Seattle, WA; Sandy, UT.Carta is the connected platform and AI-native ecosystem for private capital.Built to replace fragmented too... Show more

 • Promoted

Outside Sales RepresentativeMarysville, Washington, United States

HibuMarysville, WA, United States
Full-time

Are you looking for an Outside Sales position with unlimited earning potential in a flourishing industry? Are you looking for an opportunity where you can earn uncapped commissions while still havi... Show more

 • Promoted

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate

Goldman Sachs, Inc.Seattle, WA, United States
Full-time +1

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, ... Show more

 • Promoted

Personal Banker, Retail Banking (Federal Way, WA)

HomeStreet BankFederal Way, WA, United States
Full-time

Depending on knowledge, skills, abilities and location.Certain level jobs may be eligible for bonus, commission, and/or equity awards.Benefits worth writing home about:.Medical, dental, and vision ... Show more

 • Promoted

Banking Relationship Manager (Financial Services Sales)

Mackenzie Health CareTacoma, WA, United States
Full-time

Banking Relationship Manager (Financial Services Sales).Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort.Identi... Show more

 • Promoted

Personal Financial Counselor, PFC- Camp Murray, WA

Magellan HealthTacoma, WA, United States
Full-time

Personal Financial Counselor, PFC- Camp Murray, WA.This position will provide personal financial services at assigned military installations.Primary responsibilities include the full breadth of per... Show more

 • Promoted

Financial Business Partner III - Engines Avionics and Control Products

Blue OriginRenton, WA, United States
Permanent

Financial Business Partner For Engines Avionics And Control Products (Acp) Program.At Blue Origin, we envision millions of people living and working in space for the benefit of Earth.We're working ... Show more

 • Promoted

Mortgage Loan Originator - Washington

The Money StorePuyallup, WA, United States
Full-time

The Mortgage Loan Originator increases the mortgage loan portfolio by developing business contacts and attracts customers with a knowledge of all products offered.She or he is required to complete ... Show more

 • Promoted

PWM Private Wealth Advisor

U.S. BankBellevue, WA, United States
Full-time

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,... Show more

 • Promoted

Private Wealth Tax Principal

Baker TillyEverett, WA, United States
Full-time

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" Private Wealth Tax expert?.Are you inspired to lead a practice, lea... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WA

ChaseBellevue, WA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

FINANCIAL COUNSELOR

Universal Health ServicesEverett, WA, United States
Full-time

Fairfax Behavioral Health, founded in 1930, is a private, free-standing mental health hospital that specializes in psychiatric and detox treatment.We strive to meet and respond to the needs of our ... Show more

 • Promoted

Regional Business Development Strategy Advisor

Powerback RehabEverett, WA, United States
Full-time

We are dedicated to improving the lives we touch through the delivery of high-quality care and exceptional service.As a leading provider in the long-term care industry, we believe in fostering a co... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WA

JPMorgan ChaseBellevue, WA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

 • Promoted

Private Wealth Management Analyst

Morgan StanleySeattle, WA, United States
Full-time

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.As a key member of the service... Show more