J.P. Morgan Wealth Management – Private Client Advisor - Kent, WA (Benson Center)

Location: Kent, 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 Benson Center branch in Kent, WA. In this branch-based role, you will deliver comprehensive financial planning and investment advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources, cutting-edge research, and personalized strategies to build trusted relationships and drive client success in a dynamic retail environment. Your primary focus will be on understanding clients' unique financial situations, from retirement planning and education funding to estate strategies and portfolio diversification. You will collaborate with branch colleagues to uncover opportunities, conduct in-depth needs assessments, and recommend solutions tailored to the Pacific Northwest market, including local economic factors in Kent, WA. By hosting educational events and utilizing J.P. Morgan's innovative digital tools, you will empower clients to make informed decisions while ensuring adherence to all regulatory standards set by FINRA and the SEC. This position offers the chance to thrive in a supportive, high-performance culture where your expertise directly impacts clients' financial futures. With opportunities for career advancement within J.P. Morgan Chase's expansive network, you will contribute to a firm renowned for its integrity, innovation, and commitment to excellence in wealth management. If you are passionate about financial advisory and ready to make a difference in the Kent community, join us to help clients navigate their wealth journeys with confidence.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families at the Kent, WA Benson Center branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend tailored investment portfolios, retirement strategies, and wealth transfer solutions using J.P. Morgan's proprietary tools
• Conduct client meetings, seminars, and workshops to educate on market trends and financial literacy
• Collaborate with branch teams to identify referral opportunities and expand client base
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Drive business growth by acquiring new clients through networking and community engagement in Kent, WA
• Utilize digital platforms and CRM systems to track client interactions and manage assets

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 retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client populations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services or similar high-net-worth advisory roles
• Bilingual proficiency, particularly in Spanish or other languages spoken in the Kent, WA community
• Prior success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance and risk assessment
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Time management and organizational skills
• Empathy and active listening
• Market trend analysis
• Digital literacy for virtual client interactions
• Negotiation and advisory persuasion
• Team collaboration in a branch environment
• Cultural sensitivity for diverse client needs in Kent, WA

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 wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Kent, WA location

JP Morgan Chase is an equal opportunity employer.