Private Client Advisor Jobs in Washington
Private Client Advisor jobs in Washington are concentrated in wealth management, private banking, and trust services, with demand running from associate-level roles through senior relationship managers, making it one of the more active markets on the West Coast. Seattle, Bellevue, and Spokane account for most of the hiring, with established employers like JPMorgan Chase, U.S. Bank, and Washington Federal maintaining consistent presences across the state. The most in-demand specialties are high-net-worth portfolio advisory, estate and trust planning, and integrated financial planning for technology-sector clients. Find a role that fits below and apply directly.
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Showing 5 of 19+ Private Client Advisor jobs
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.
- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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.
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
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.
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.
- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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.
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
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.
See All 19 Private Client Advisor Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Private Client Advisor Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
- JPMorganChase13
- KeyBank5
- Bank of America1
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Washington Employers Look For
The qualifications that appear most often in private client advisor jobs across Washington.
- Active FINRA Series 7 and Series 66 licenses required or to be obtained
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience managing relationships with high-net-worth or ultra-high-net-worth clients
- Proficiency with financial planning software and CRM platforms used in advisory settings
- Strong knowledge of investment products, trust structures, and wealth transfer strategies
- CFP designation or progress toward certification preferred by most Washington hiring firms
Private Client Advisor Jobs in Washington: Frequently Asked Questions
How do you become a private client advisor in Washington?
The most direct path is completing a bachelor's degree in finance, economics, or business, then obtaining your FINRA Series 7 and Series 66 licenses, which are required to conduct investment advisory and securities business in Washington. FINRA administers both exams, and Washington State's Department of Financial Institutions oversees investment adviser registration for those operating independently. Many candidates start in banking or brokerage support roles before moving into full advisory positions.
How much do private client advisors make in Washington?
Private client advisors in Washington earn a median of about $114,050 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $58,650 for the lowest 10% to over $344,850 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Washington?
Employers hiring private client advisors in Washington right now include JPMorganChase, KeyBank, and Bank of America, based on current listings on Migrate Mate as of September 2026. Washington's large technology sector and significant inherited wealth in the Puget Sound region mean that major banks, trust companies, and independent registered investment advisers all maintain active hiring pipelines throughout the year.
Which Washington cities have the most private client advisor jobs?
Seattle, Bothell, and Yakima have the most private client advisor openings in Washington. Seattle and Bellevue dominate because of the concentration of wealth management firms, private bank branches, and tech-industry clients along the Eastside corridor, while Spokane supports a smaller but steady market anchored by regional banks and community trust departments serving eastern Washington.
Are there remote private client advisor jobs in Washington?
Yes, but they're less common than in purely analytical roles, since private client advisory work centers on in-person relationship building with high-net-worth clients. About 0% of private client advisor openings tied to Washington are remote or hybrid as of September 2026, and those tend to be financial planning or portfolio review functions rather than primary relationship management responsibilities.
How can I get hired as a private client advisor in Washington with little or no experience?
The most realistic entry point is a personal banker or financial service representative role at a Washington-based institution such as Washington Federal, Banner Bank, or a major national bank's Seattle-area branches, where you build client-facing and product knowledge before moving into advisory work. Obtaining your Series 6 or Series 7 license early signals commitment and opens associate advisor rotational programs that several Puget Sound wealth management firms run for early-career candidates. A CFP enrollment also strengthens applications considerably.
Where can I find and apply to private client advisor jobs in Washington?
You can find and apply to private client advisor jobs in Washington on Migrate Mate, which lists current Washington openings updated regularly. Search the listings, find roles that match your experience and location, and apply directly to the employers posting them.
See All 19 Private Client Advisor Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
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