J.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WA (Southcenter)

About the role

J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions and exceptional client experiences.

Job Responsibilities

• Support team members and foster a diverse and inclusive workplace culture
• Build and manage a client book, providing personalized investment advice and solutions
• Stay current with financial markets and demonstrate sound judgment in decision-making
• Show integrity and ethical behavior in all client interactions
• Educate clients on available investment technologies and channels
• Adopt and utilize digital tools to enhance client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Proven track record in client acquisition, relationship building, and partnership integration
• Experience with goals-based planning and advice
• A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planner (CFP®) certification
• Bachelor's degree

Pay

Base salary determined based on role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be available.

Schedule

Full-time position.