J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)
JPMorganChase
Job Description 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. About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Equal Opportunity Employer / Disability / Veterans About The Team Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader. #J-18808-Ljbffr JPMorganChase- As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... ...products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer...Private client
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment... ...Associate in J.P. Morgan Wealth Management, you will provide... ...support to Private Client Advisors within Wealth...Private client
$120k - $140k
...Composition Wealth. Your... ...comprehensive wealth management services to our clients while... ...financial advisors in... ...jobs in Seattle, WA . Seattle... ...month ago King County, WA... ...Advisory J.P. Morgan Wealth Management - Private Client... ...Seattle, WA (Martin Luther King Jr)...Private clientFull time- Overview Wealth Planning & Advice is a group of... ...operating businesses, private foundations, etc.).... ...is to work with advisors and their clients to educate them about... ...concentrated position management (such as 10b5-1 plans... ...Planner within J.P. Morgan Wealth Management, you...SuggestedWork at officeLocal area
$112k - $210k
...services company is seeking a Wealth Market Leader based in Seattle, WA. This role involves... ...a dedicated team of Private Client Advisors, providing coaching, and... ...5-10 years of sales management experience, relevant industry... ...additional benefits. #J-18808-Ljbffr KeyCorpPrivate client- J.P. Morgan Chase is seeking a Private Client Investment Associate in Seattle, WA. In this role, you will support Advisors with operational tasks, facilitating client relationship management, and offering investment solutions tailored to client needs. The ideal candidate...Private client
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$78k
J.P. Morgan is looking for a Private Client Advisor in Bellevue, WA to provide comprehensive financial planning and personal investment solutions. You will support a diverse clientele and deliver exceptional service while developing a book of business. The ideal candidate...Private client- ...Compliance Associate, Investment Management, Seattle WA Location: Seattle, WA (... ...alternative investments for a global client base which includes public... ...oversight platform Review private fund marketing materials in... ...Compliance Associate: #J-18808-Ljbffr Conselium...Work at officeRelocation package
$75k - $125k
...leading global investment firm in Seattle is seeking Financial Analysts to support Private Wealth Management. You will collaborate with Private Wealth Advisors, monitor client portfolios, and develop asset... ...for eligible employees. #J-18808-Ljbffr Goldman Sachs Group...Private client$75k - $125k
...closely with portfolio managers, and the ability... ...skills, and client service are essential... ...enhancing our business. Private Wealth Management (PWM)... ...Private Wealth Advisors to assist with... ...base salary for this Seattle, Washington,... ...applicable law. #J-18808-Ljbffr Goldman...Full timeTemporary workPart time- A prominent wealth management firm in Seattle seeks a full-time Wealth Manager to deliver bespoke services to ultra-high net worth clients. Responsibilities include managing client relationships, leading... ...competitive salary and benefits. #J-18808-Ljbffr Laird Norton WetherbyFull time
- ...General Clerk III) - HAB | Seattle, WA - GSSC ProSidian is a Management and Operations Consulting... ...on providing value to clients through tailored solutions... ...variety of engagements for Private Companies, Fortune 1,000... ...as their classroom #J-18808-Ljbffr ProSidian Consulting...For contractorsWork at officeLocal areaRemote work
- A leading global wealth management firm is seeking a full-time professional in Bellevue to support a private wealth team. This role involves maintaining client management systems, educational outreach to clients... ...in client relations are encouraged to apply. #J-18808-Ljbffr UBSPrivate clientFull time
$75k - $125k
...with portfolio managers, and the ability... ...skills, and client service are essential... .... Across Wealth Management,... ...financial goals. Our advisor-led wealth... ...Goldman Sachs Private Wealth Management... ...salary for this Seattle, Washington, United... ...Seattle, WA, United States...Full timeTemporary workPart time$112k - $210k
Key Private Client Wealth Market Leader page is loaded## Key Private... ...Leaderlocations: Seattle, WA: Tacoma, WA: Bellevue... ...team of Private Client Advisors. The Wealth Market... ...securing the business; management and delivery of... ...us open one for you. #J-18808-Ljbffr KeyCorpPrivate clientWork at officeFlexible hours- Seattle, Washington, United States About the program... ...About the division Wealth Management includes Private Wealth Management,... ...Sachs helps empower clients and customers around... ...goals. Our advisor-led wealth management... ...offer. Learn More #J-18808-Ljbffr Goldman...Full timeWork at office
- Chase is seeking a Private Client Investment Associate in Seattle to provide client service and operational support within Wealth Management. You will engage with clients, assist Advisors with ongoing wealth planning,... ...delivering exceptional service. #J-18808-Ljbffr ChasePrivate client
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- ...financial institution is seeking a Private Client Investment Associate in Seattle. This role involves providing... ...and operational support to Advisors within Wealth Management. Responsibilities include managing... ...and operational excellence. #J-18808-Ljbffr JPMorgan Chase & Co...Private client
$65k - $75k
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- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service... ...tailored solutions across banking, lending, and investments. #J-18808-Ljbffr JPMorganChasePrivate client
$5,900 per month
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