J.P. Morgan Wealth Management - Private Client Advisor - Port Townsend, WA

Location: Port Townsend, 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 Port Townsend, WA branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative platforms to help clients achieve their financial goals, from retirement planning to estate strategies, in the vibrant community of Port Townsend. This position offers the opportunity to build meaningful relationships while contributing to the growth of our Wealth Management practice in a dynamic, client-focused environment. Your primary focus will be on understanding clients' financial situations, aspirations, and risk profiles to provide personalized advice on investments, tax-efficient strategies, and legacy planning. You will collaborate with J.P. Morgan bankers and specialists to offer seamless, holistic services, drawing on our firm's extensive research and product suite. In Port Townsend, you will engage with local clients through in-person consultations, community events, and educational seminars, fostering trust and loyalty in a market known for its affluent retirees and small business owners. Success in this role requires a passion for financial advisory, strong sales acumen, and a commitment to ethical practices aligned with J.P. Morgan's high standards. We value professionals who thrive in a collaborative yet autonomous setting, with the drive to grow assets under management and exceed client expectations. J.P. Morgan Wealth Management provides unparalleled support, including cutting-edge technology, ongoing training, and a culture of excellence. If you are a licensed advisor with a proven track record in financial services, join us to make a lasting impact on clients' financial futures while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Port Townsend, WA branch
• Develop and maintain long-term relationships with 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 educational workshops to promote financial literacy and J.P. Morgan Wealth Management services
• Collaborate with branch bankers and specialists to identify referral opportunities and deliver holistic client solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with all regulatory standards
• Prospect for new clients through community networking, referrals, and local events in the Port Townsend area
• Document client interactions, prepare reports, and maintain accurate records in J.P. Morgan's CRM systems
• Stay updated on industry trends, J.P. Morgan product offerings, and economic factors affecting wealth management
• Support branch goals by contributing to team performance metrics and client satisfaction initiatives

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 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 strategies, 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 SEC regulations

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
• Previous success in growing client assets under management (AUM) in a community-focused market
• Familiarity with serving high-net-worth individuals and families in rural or semi-rural areas like Port Townsend, WA
• Bilingual skills, particularly in Spanish or local community languages

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC, CFPB)
• Financial planning software proficiency (e.g., J.P. Morgan tools, Morningstar)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organizational skills
• Empathy and active listening
• Adaptability to market changes
• Team collaboration
• Ethical decision-making
• Digital literacy for CRM and advisory platforms

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 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, plus commuter benefits for Port Townsend, WA location

JP Morgan Chase is an equal opportunity employer.