J.P. Morgan Wealth Management – Private Client Advisor Auburn, WA

Location: Auburn, WA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Auburn, WA branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative platforms to help clients achieve their financial aspirations, from retirement planning to legacy building. This position offers the opportunity to thrive in a dynamic environment where client success drives your own professional growth. Your primary focus will be on building deep, enduring relationships with clients in the Auburn community and surrounding areas. You will conduct thorough financial reviews, analyze investment opportunities, and craft personalized strategies that align with clients' risk tolerances and goals. Collaborating with J.P. Morgan's network of experts, including investment strategists and tax professionals, you will ensure seamless delivery of services such as portfolio optimization, estate planning, and access to alternative investments. Compliance and ethical advisory practices are paramount, upholding our commitment to fiduciary duty and regulatory excellence. Success in this role requires a passion for financial services and a client-centric approach. You will actively engage in business development, networking at local events, and utilizing J.P. Morgan's digital tools to expand your client base. With ongoing training and support from one of the world's leading financial institutions, you will have the tools to excel and advance your career. Join J.P. Morgan Wealth Management in Auburn, WA, and make a meaningful impact on clients' financial futures while benefiting from a rewarding, high-performance culture.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Auburn, WA branch
• Develop and maintain long-term relationships with clients to understand their financial goals and life objectives
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and risk management
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of wealth management solutions
• Collaborate with internal teams, such as bankers and specialists, to deliver holistic advisory services
• Prospect and acquire new clients through community engagement, referrals, and branch networking events
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA regulations, and fiduciary standards
• Monitor client portfolios and market conditions to provide proactive updates and adjustments
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Contribute to branch goals by supporting team initiatives and participating in professional development programs

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Commitment to ethical standards and fiduciary responsibilities as per FINRA and SEC guidelines

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase's wealth management products and platforms
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Auburn area
• Prior success in meeting sales targets and growing assets under management (AUM)
• Knowledge of local economic trends and community networks in Washington state

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• Team collaboration in a corporate environment
• Adaptability to economic and client needs

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness programs
• Wellness benefits, such as gym memberships, mental health resources, and onsite fitness centers
• Relocation assistance if applicable, plus commuter benefits for the Auburn, WA location

JP Morgan Chase is an equal opportunity employer.