J.P. Morgan Wealth Management – Private Client Advisor - Kirkland, WA (Totem Lake)

Location: Kirkland, 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 Totem Lake branch in Kirkland, WA. 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 financial 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 wealth management solutions. This position is ideal for professionals passionate about building lasting client relationships and driving meaningful financial outcomes in a dynamic retail environment. Your primary focus will be on understanding clients' unique needs through in-depth consultations, developing customized strategies for wealth accumulation, retirement, estate planning, and more. You will collaborate closely with branch colleagues to provide seamless service, while actively prospecting for new opportunities within the Kirkland community. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. Success in this role requires a blend of financial expertise and interpersonal skills to foster trust and loyalty among high-net-worth clients. J.P. Morgan Wealth Management offers unparalleled support for your professional growth, including ongoing training, access to cutting-edge technology, and a collaborative culture that values innovation. Located in the vibrant Totem Lake area, this role provides the chance to make a tangible impact on clients' lives while advancing your career in a prestigious firm renowned for its stability and leadership in the financial services industry. If you are ready to elevate your advisory practice and contribute to J.P. Morgan's legacy of excellence, we encourage you to apply.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and maintain long-term relationships with private clients in the Totem Lake branch, identifying opportunities to deepen client engagement
• Conduct thorough needs assessments and create tailored investment portfolios using J.P. Morgan's proprietary tools and resources
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management solutions
• Prospect for new clients through community networking, referrals, and branch events in Kirkland, WA
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and market conditions to provide proactive advice and adjustments
• Educate clients on financial products, including retirement planning, estate strategies, and alternative investments
• Track and report on client portfolio performance and business development metrics
• Participate in ongoing professional development to stay current with industry trends and J.P. Morgan offerings

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 2-3 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 setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment in Kirkland, WA (Totem Lake)
• Must be authorized to work in the United States without sponsorship

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Pacific Northwest market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly in languages spoken in the Kirkland community
• Previous success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Regulatory knowledge (SEC, FINRA compliance)
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Risk assessment and mitigation
• Digital literacy for CRM systems like Salesforce
• Negotiation and advisory persuasion
• Market trend analysis
• Team collaboration and leadership

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 and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Kirkland, WA location

JP Morgan Chase is an equal opportunity employer.