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Private Client Advisor - Wealth Planning & Relationships

Job in Kirkland, King County, Washington, 98034, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company is looking for a Private Client Advisor to provide clients with comprehensive financial planning and investment solutions. The role requires at least two years of relevant experience, strong client relationship skills, and an understanding of financial markets. Qualified candidates will have a Series 7 license and a commitment to fostering diverse relationships. This position includes responsibilities such as client acquisition and providing educational resources on banking technology.
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