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

Location: Bellevue, 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 Bellevue, WA branch. In this role, you will serve as a trusted financial partner to high-net-worth individuals and families, delivering comprehensive wealth management solutions that align with their life goals. Leveraging J.P. Morgan's global resources and expertise, you will create customized financial plans encompassing investments, retirement strategies, estate planning, and philanthropic advising. Our branch-based approach emphasizes building deep, lasting relationships in the dynamic Bellevue community, where innovation and affluence drive client needs. As a Private Client Advisor, your day-to-day will involve conducting in-depth client consultations, analyzing financial data, and recommending tailored investment portfolios from J.P. Morgan's diverse offerings, including equities, fixed income, alternatives, and sustainable investing options. You will collaborate seamlessly with our network of specialists to integrate banking, lending, and advisory services, ensuring clients receive holistic support. Success in this position requires a proactive mindset for business development, including sourcing new clients through referrals, community engagement, and targeted outreach in the Pacific Northwest market. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where advisors thrive through ongoing training, cutting-edge technology, and a culture of excellence. If you are passionate about empowering clients to achieve financial security and growth, this role offers the opportunity to make a meaningful impact while advancing your career within one of the world's leading financial institutions. Join us in Bellevue to help shape the financial futures of our valued clients.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Prospect, develop, and nurture long-term relationships with high-net-worth clients in the Bellevue area
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax optimization
• Collaborate with J.P. Morgan specialists in banking, lending, and investment management to deliver holistic wealth solutions
• Drive business growth by identifying opportunities for asset consolidation and new client acquisition
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Educate clients on market trends, portfolio performance, and J.P. Morgan's suite of products
• Maintain accurate client records in CRM systems and prepare regular performance reports
• Participate in community events and networking to enhance J.P. Morgan's presence in Bellevue
• Mentor junior advisors and contribute to branch team goals for client satisfaction and retention

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth 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
• Clean regulatory history with no UCR or U5 disclosures

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Pacific Northwest market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and another language spoken in the Bellevue community
• Prior success in meeting or exceeding sales and asset acquisition targets

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and trend analysis
• Team collaboration
• Ethical judgment in financial advising

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 programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to the Bellevue area

JP Morgan Chase is an equal opportunity employer.