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

Location: Mercer Island, 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 Mercer Island, WA branch. In this client-facing role, you will serve as a trusted financial advisor to affluent individuals and families, delivering tailored wealth management solutions that align with their unique goals. Leveraging J.P. Morgan's global resources and expertise, you will guide clients through comprehensive financial planning, from investment strategies to retirement and estate planning, in a supportive branch environment that fosters growth and collaboration. Your primary focus will be on cultivating deep, enduring relationships with high-net-worth clients in the Pacific Northwest community. You will conduct in-depth needs assessments, recommend personalized portfolios using J.P. Morgan's sophisticated tools, and coordinate with specialists across banking, lending, and asset management to provide seamless, integrated advice. Success in this position requires a passion for helping clients achieve financial security while navigating complex market dynamics and regulatory landscapes specific to the financial services industry. As a key contributor to our Mercer Island team, you will also engage in proactive business development, participating in local networking events and leveraging referrals to expand our client base. J.P. Morgan Wealth Management values innovation and client-centric service, offering you the opportunity to thrive in a dynamic setting with access to cutting-edge technology and ongoing professional development. If you are a results-oriented advisor committed to excellence, join us in empowering clients to build lasting legacies.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Mercer Island area
• Develop and maintain long-term relationships with clients to understand their financial goals, risk tolerance, and life objectives
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, tax optimization, and philanthropy advising
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic wealth management solutions
• Prospect and acquire new clients through community networking, referrals, and branch-based events in Mercer Island, WA
• Monitor client portfolios, execute investment recommendations, and adjust strategies based on market conditions and client needs
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Educate clients on J.P. Morgan's suite of products, including brokerage accounts, alternative investments, and sustainable investing options
• Participate in team meetings and contribute to branch goals for asset growth and client satisfaction
• Stay abreast of industry trends, economic developments, and regulatory changes to provide informed guidance

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 120 days of hire
• 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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Valid driver's license and ability to travel locally as needed

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Background in serving ultra-high-net-worth clients with complex financial needs
• Fluency in additional languages to support diverse client base in the Pacific Northwest
• Previous success in asset gathering and portfolio management within a competitive market

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Financial planning software proficiency (e.g., Morningstar, eMoney)
• Regulatory knowledge (SEC, FINRA compliance)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• Team collaboration in a corporate environment
• Adaptability to economic and client-driven 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 programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Mercer Island area

JP Morgan Chase is an equal opportunity employer.