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

Location: Bellingham, 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 Bellingham, WA branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice to help them achieve their long-term wealth goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools and a global network of experts, to deliver personalized solutions in retirement planning, estate strategies, and portfolio optimization. This position is ideal for professionals passionate about building meaningful client relationships in a dynamic, community-oriented setting in the Pacific Northwest. Your primary focus will be on understanding clients' unique financial situations and providing holistic advice that integrates J.P. Morgan's suite of wealth management products, such as customized investment portfolios, banking services, and lending options. You will collaborate closely with branch colleagues to create seamless experiences, prospect for new opportunities through local networking, and ensure all recommendations adhere to the highest standards of regulatory compliance. Success in this role requires a client-centric approach, where you educate and empower individuals to navigate complex financial landscapes with confidence. J.P. Morgan Chase is committed to fostering an inclusive environment that values diversity and professional growth. As a Private Client Advisor, you will have access to ongoing training, mentorship from seasoned advisors, and performance incentives that reward your contributions to client success and business growth. If you are a licensed professional with a proven track record in financial services and a desire to make a tangible impact in Bellingham, WA, join us to help clients secure their financial futures while advancing your career at a premier global firm.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Bellingham branch
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and risk management
• Recommend and implement J.P. Morgan Wealth Management products such as investment portfolios, banking services, and lending options
• Collaborate with branch teams and specialists to ensure seamless client experiences and holistic advice
• Prospect for new clients through community engagement, referrals, and branch networking in Bellingham, WA
• Monitor client portfolios and market conditions to adjust strategies and ensure alignment with objectives
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Educate clients on financial literacy topics and J.P. Morgan's digital tools for self-service management
• Track and report on client satisfaction metrics and business development goals

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Bellingham, WA, with flexible hours including evenings and weekends
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase systems and tools for wealth management
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Pacific Northwest
• Previous success in meeting sales targets for investment products and advisory services
• Knowledge of local economic trends and community networks in Bellingham, WA

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Sales and negotiation techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Digital literacy for client platforms
• Market trend analysis
• Team collaboration
• Ethical judgment in advisory roles

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for qualifying candidates moving to Bellingham, WA

JP Morgan Chase is an equal opportunity employer.