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

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 Kent, WA branch team. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their unique financial goals. As a key member of our Wealth Management practice, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic advice on investments, retirement planning, estate strategies, and more. Our Private Client Advisors play a pivotal role in helping clients navigate complex financial landscapes, fostering long-term relationships built on trust, expertise, and personalized service in the dynamic Pacific Northwest market. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored investment portfolios from J.P. Morgan's extensive product offerings. You will collaborate closely with branch colleagues, including Chase bankers and specialists, to integrate banking services with advanced wealth strategies, ensuring a seamless client experience. Success in this role requires a client-centric approach, where you proactively identify opportunities to grow assets under management, monitor portfolio performance against benchmarks, and adapt advice to evolving economic conditions and regulatory environments. Compliance with FINRA and SEC standards is paramount, and you will utilize J.P. Morgan's proprietary platforms to deliver transparent, data-driven insights. We value professionals who thrive in a fast-paced, branch environment and are passionate about empowering clients to achieve financial independence. This position offers the opportunity to contribute to J.P. Morgan Chase's legacy of excellence in wealth management while advancing your career through ongoing training and leadership development. If you are a licensed advisor with a proven ability to build meaningful client partnerships, join us in Kent, WA, to make a lasting impact on our community.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Kent, WA branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain new clients through branch referrals, community events, and relationship-building activities
• Conduct financial needs assessments, portfolio reviews, and ongoing monitoring to ensure alignment with client objectives
• Collaborate with J.P. Morgan Chase bankers, specialists, and product teams to deliver integrated banking and investment solutions
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies and procedures
• Educate clients on J.P. Morgan's suite of wealth management products, including investment portfolios, retirement planning, and estate strategies
• Track and report on client portfolio performance, market trends, and advisory outcomes using J.P. Morgan's proprietary tools
• Participate in branch team meetings and contribute to overall office goals for client satisfaction and growth
• Stay abreast of industry regulations, economic developments, and J.P. Morgan product updates to provide informed advice

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) 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 advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work independently in a branch-based environment while collaborating with team members
• Clean U4 and background check with no significant regulatory violations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms, including Chase Wealth Management tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Kent, WA area
• Previous success in meeting or exceeding sales targets in a competitive financial services environment
• Knowledge of local market dynamics and community networking in the Pacific Northwest region

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and reporting
• Team collaboration
• Adaptability to market changes

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 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 if applicable for the Kent, WA location

JP Morgan Chase is an equal opportunity employer.