J.P. Morgan Wealth Management - Private Client Advisor - Issaquah, WA (East Lake Sammamish)

Location: Issaquah, 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 branch in Issaquah, WA (East Lake Sammamish). As a key member of our team, you will deliver comprehensive financial planning and advisory services to individuals and families, helping them achieve their long-term wealth goals. In this branch-based role, you will leverage J.P. Morgan's global resources and innovative tools to provide personalized investment strategies, retirement planning, and holistic wealth management solutions. Our Private Client Advisors play a pivotal role in fostering trust and loyalty among high-net-worth clients in the Pacific Northwest, contributing to the firm's reputation as a leader in the financial services industry. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending diversified portfolios tailored to risk tolerance and objectives. You will collaborate closely with J.P. Morgan Chase bankers and specialists to integrate seamless banking and lending options, ensuring a one-stop experience for clients. Success in this position requires a deep understanding of market dynamics, regulatory environments, and J.P. Morgan's proprietary products, such as Chase Private Client services. By staying ahead of industry trends and regulatory changes, you will help clients navigate complex financial landscapes with confidence. We value professionals who are passionate about client success and committed to ethical advisory practices. This role offers the opportunity to grow within a prestigious institution known for its commitment to innovation and excellence in wealth management. If you have a proven track record in financial advising and a desire to make a meaningful impact in the Issaquah community, join J.P. Morgan Wealth Management and empower clients to secure their financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients in the Issaquah branch, identifying opportunities to deepen client engagement
• Conduct financial needs assessments, recommend tailored investment portfolios, and monitor performance to align with client goals
• Collaborate with J.P. Morgan Chase teams to offer integrated banking, lending, and advisory services
• Ensure all advisory activities comply with regulatory standards, including FINRA, SEC, and internal J.P. Morgan policies
• Prospect and acquire new clients through community networking, referrals, and branch-based interactions in East Lake Sammamish
• Educate clients on market trends, risk management, and retirement planning strategies specific to the financial services landscape
• Track and report on client portfolio performance, adjusting strategies as needed to optimize returns
• Participate in branch events and professional development to enhance J.P. Morgan's presence in the local wealth management market
• Maintain accurate records of client interactions and transactions using J.P. Morgan's proprietary systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) 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 in the wealth management industry
• Ability to work in a branch-based setting and engage with high-net-worth individuals and families
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management solutions
• Bilingual proficiency, particularly in languages spoken in the Pacific Northwest community
• Previous success in meeting sales targets and growing client assets under management
• Knowledge of local market dynamics in Issaquah, WA, and surrounding areas

Required Skills

• Financial analysis and portfolio management
• Investment advisory and planning expertise
• Client relationship building and retention
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development acumen
• Communication and presentation skills
• Analytical thinking and problem-solving
• Risk assessment and management
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Time management and organizational abilities
• Empathy and active listening for client needs
• Negotiation and consultative selling
• Market research and trend analysis
• Team collaboration in a corporate environment
• Adaptability to evolving financial regulations and technologies

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans 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 access to J.P. Morgan's learning platforms
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Issaquah area

JP Morgan Chase is an equal opportunity employer.