J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)

Location: Seattle, 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 dynamic team in the Seattle, WA branch located in the Martin Luther King Jr. neighborhood. As a Private Client Advisor, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. Leveraging J.P. Morgan's global resources and expertise, you will guide clients through complex financial landscapes, from investment strategies and retirement planning to estate and philanthropic advisory services. This branch-based role emphasizes building lasting relationships in a vibrant, diverse community, contributing to J.P. Morgan's mission of empowering clients to achieve their financial aspirations. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending personalized portfolios that align with risk tolerances and objectives. You will collaborate closely with J.P. Morgan's network of specialists, including investment bankers and tax advisors, to provide seamless, integrated advice. Success in this role requires a proactive approach to client acquisition through local networking and referrals, while ensuring all activities adhere to the highest standards of compliance and integrity upheld by J.P. Morgan Chase. You will also play a key role in the branch's growth by identifying opportunities to expand client assets under management and introducing innovative J.P. Morgan products like sustainable investing options. The ideal candidate thrives in a fast-paced environment, combining technical financial acumen with exceptional interpersonal skills to foster trust and loyalty. J.P. Morgan Wealth Management offers unparalleled support, including cutting-edge technology platforms and ongoing training, to help you excel. Join us in Seattle to make a meaningful impact on clients' lives while advancing your career in one of the world's leading financial institutions, where innovation and client-centricity drive our success.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Seattle area
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and risk management
• Collaborate with J.P. Morgan specialists in banking, lending, and investment management to deliver holistic solutions
• Prospect and acquire new clients through networking, referrals, and community involvement in the Martin Luther King Jr. neighborhood
• Ensure all recommendations comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and market conditions to adjust strategies proactively
• Educate clients on J.P. Morgan's suite of products, including brokerage, advisory, and alternative investments
• Participate in branch events and contribute to the local team's performance goals
• Maintain accurate records in CRM systems and stay updated on industry trends

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 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 in a branch-based setting and collaborate with cross-functional teams
• Commitment to ethical standards and adherence to J.P. Morgan Chase's Code of Conduct

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working with affluent clients or in private banking at a major financial institution
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly in languages spoken in diverse Seattle communities
• Prior success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory knowledge (SEC, FINRA)
• Sales and prospecting techniques
• Risk assessment and mitigation
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Ethical decision-making

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 licensing 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 if applicable, and commuter benefits for Seattle-based employees

JP Morgan Chase is an equal opportunity employer.