J.P. Morgan Wealth Management – Private Client Advisor - Seattle, WA (West Seattle)

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 West Seattle branch in Seattle, WA. As a branch-based advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and personalized advice. Leveraging J.P. Morgan's global resources and expertise, you will deliver holistic wealth management solutions, including investment strategies, retirement planning, and estate considerations, all while fostering trust-based relationships in the vibrant Pacific Northwest community. This position offers the opportunity to work in a dynamic retail environment, combining face-to-face client interactions with cutting-edge digital tools to drive client success and business growth. Your primary focus will be on understanding clients' unique financial situations and goals, then crafting tailored recommendations from J.P. Morgan's extensive suite of products and services. You will collaborate with branch colleagues, such as Chase bankers and specialists, to provide seamless access to lending, banking, and advanced investment options. Success in this role requires a client-centric approach, where you proactively identify opportunities to expand relationships, monitor portfolio performance, and adapt strategies to evolving market conditions and life events. As part of J.P. Morgan Chase & Co., you will benefit from our firm's renowned research, technology platforms, and commitment to ethical advisory practices, ensuring you can deliver exceptional value to high-net-worth clients in the Seattle area. We value professionals who are passionate about financial services and committed to compliance with FINRA and SEC standards. In this role, you will contribute to the branch's goals by growing assets under management, enhancing client satisfaction, and participating in local networking to attract new business. J.P. Morgan Wealth Management is an inclusive environment that supports your professional growth through ongoing training and development. If you are a licensed advisor with a proven track record in wealth management, join us to make a meaningful 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, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients in the West Seattle branch, identifying opportunities to deepen client engagement
• Conduct client meetings to assess financial goals, risk tolerance, and needs, recommending tailored investment portfolios and strategies
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic financial services such as retirement planning, estate planning, and lending solutions
• Prospect for new clients through community networking, referrals, and branch events in the Seattle area
• Monitor client portfolios, provide ongoing performance reviews, and adjust strategies based on market conditions and client life events
• 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
• Track and report on client metrics, such as assets under management and satisfaction scores, to support branch goals
• Stay updated on industry trends, economic factors, and J.P. Morgan's research to deliver informed advice

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 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 investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting and engage with clients face-to-face
• Compliance with FINRA and SEC regulations, including background check and fingerprinting requirements

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working with high-net-worth individuals and families in the Pacific Northwest market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly in Spanish or other languages spoken in the Seattle community
• Previous success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Financial planning software proficiency (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
• Networking and business development
• Knowledge of tax implications in wealth management
• Data interpretation from market reports
• Team collaboration in a branch environment
• Adaptability to economic and regulatory changes
• Ethical decision-making in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible roles and commuter benefits for Seattle-based employees

JP Morgan Chase is an equal opportunity employer.