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

Location: Puyallup, 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 Puyallup, WA branch. In this 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 branch-based advisor, you will leverage J.P. Morgan's global resources and cutting-edge tools to help clients achieve their financial goals, from building investment portfolios to planning for retirement and legacy preservation. This position is ideal for professionals passionate about the financial services industry who thrive in a client-centric environment and are committed to upholding the highest standards of integrity and excellence synonymous with J.P. Morgan Chase. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending personalized investment strategies, and coordinating with J.P. Morgan's network of experts to provide seamless access to banking, lending, and private banking services. You will actively engage in business development by networking within the Puyallup community, attending local events, and fostering referrals to grow your client base. Compliance is paramount; you will ensure all advice and transactions adhere to FINRA, SEC, and internal J.P. Morgan policies, while using proprietary research to stay ahead of market trends and deliver proactive insights. We value advisors who combine technical expertise with exceptional interpersonal skills to build lasting relationships. In Puyallup, you will contribute to a collaborative branch team, supporting overall client satisfaction and office performance. J.P. Morgan offers robust training, competitive compensation, and opportunities for career advancement within one of the world's leading financial institutions. If you are ready to make a meaningful impact on clients' financial futures in a dynamic and supportive setting, apply today to join our Wealth Management team.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Puyallup branch
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect and acquire new clients through community outreach, referrals, and branch networking events
• Conduct regular client reviews to assess portfolio performance and adjust strategies based on market conditions and client goals
• Collaborate with J.P. Morgan specialists in lending, banking, and investment banking to deliver holistic solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Educate clients on J.P. Morgan's suite of products, including Chase Wealth Management and J.P. Morgan Private Bank offerings
• Maintain accurate records in CRM systems and prepare reports on client portfolios and business development
• Participate in branch team meetings to support overall office goals and client satisfaction initiatives
• Stay updated on industry trends, economic developments, and J.P. Morgan's proprietary research to enhance advisory services

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) 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 advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch 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's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Puyallup, WA
• Prior success in generating new business and achieving sales targets in a competitive market
• Knowledge of local economic trends and community networks in the Pacific Northwest

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Sales and business development
• Regulatory compliance and risk management
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• CRM software proficiency (e.g., Salesforce)
• Financial planning software expertise
• Emotional intelligence and empathy
• Negotiation and advisory persuasion
• Market research and economic forecasting
• Team collaboration and leadership
• Digital literacy for virtual client meetings

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 academy
• 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 Puyallup, WA location

JP Morgan Chase is an equal opportunity employer.