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

Location: Olympia, 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 Olympia, WA branch. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and expertise to help clients achieve their financial aspirations, from retirement planning to multi-generational wealth transfer. This position offers the opportunity to build meaningful relationships in a dynamic, client-focused environment while contributing to the growth of our esteemed firm in the Pacific Northwest. Your primary focus will be on understanding clients' financial situations, goals, and risk profiles to craft personalized investment strategies. You will recommend a range of J.P. Morgan products, including advisory accounts, alternative investments, and integrated banking solutions, while ensuring adherence to the highest standards of regulatory compliance. Collaborating with our network of specialists, you will provide holistic advice that encompasses lending, philanthropy, and sustainable investing. In Olympia, you will engage with the local community through targeted outreach, fostering referrals and expanding our client base in this vibrant region. Success in this role requires a passion for client service, a deep knowledge of financial markets, and the ability to thrive in a fast-paced branch setting. J.P. Morgan Wealth Management is committed to your professional growth, offering ongoing training, cutting-edge tools, and a supportive culture that values innovation and integrity. If you are a licensed advisor with a proven track record in wealth management, join us to empower clients and advance your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Olympia branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend and implement tailored investment strategies, including J.P. Morgan's suite of wealth management products
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and tax-efficient strategies
• Collaborate with J.P. Morgan specialists in lending, banking, and investment banking to deliver holistic solutions
• Prospect for new clients through community networking, referrals, and branch-based outreach in Olympia, WA
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance updates and adjustments as market conditions evolve
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Contribute to branch goals by participating in team meetings and supporting overall client acquisition efforts

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 services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment products, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Clean background check and compliance with FINRA and state securities regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase systems and tools, or similar enterprise financial platforms
• Bilingual proficiency, particularly in Spanish or other languages spoken in the Olympia community
• Previous success in meeting or exceeding sales targets in wealth management
• Knowledge of local economic trends and client needs in the Pacific Northwest region

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 consultative advising techniques
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Digital literacy with CRM systems like Salesforce
• Knowledge of tax and estate planning principles
• Networking and business development
• Adaptability to market changes and client feedback
• Team collaboration in a branch environment

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 for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, plus commuter benefits for Olympia-based employees

JP Morgan Chase is an equal opportunity employer.