Financial Services Professional

3 weeks ago


Seattle, Washington, United States JPMorganChase Full time

We are actively seeking a highly skilled Financial Services Professional to join our team as a Client Advisor. As part of JPMorganChase's U.S. Private Bank, you will have the opportunity to advise families on building, preserving, and managing their wealth.

Your role will involve using your knowledge of investments, financial planning, credit, and banking to provide exceptional client service and drive business results. You will work closely with clients to understand their needs and develop targeted solutions to meet their goals.

Key responsibilities include:

  • Earning trust with clients through effective communication and relationship-building
  • Generating business results through new client acquisition and asset growth
  • Providing holistic advice on balance sheet management, including asset allocation, investment management, and wealth planning
  • Partnering with internal specialists to deliver interdisciplinary expertise to clients
  • Fostering connections across all lines of business within JPMorganChase

To be successful in this role, you will require:

  • Six plus years of experience in Private Banking or Financial Services
  • Bachelor's Degree required
  • Series 7, 66, and Insurance licenses required (unlicensed candidates considered, but must obtain licenses within 90 days)
  • Proven sales success and strong business acumen
  • Strong community presence and established network

JPMorganChase offers a competitive total rewards package, including a base salary, discretionary incentive compensation, comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

We value diversity and inclusion at our company and are an equal opportunity employer. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital status, pregnancy, disability, or any other basis protected under applicable law.

JPMorganChase & Co. is an Equal Opportunity Employer, including Disability/Veterans



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