J.P. Morgan Wealth Management – Private Client Advisor - Spokane, WA (area)

Location: Spokane, 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 Spokane, WA branch team. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice to help them achieve their long-term wealth goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including cutting-edge investment tools and a global network of experts, to deliver personalized solutions in areas such as retirement planning, investment management, and estate strategies. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering lasting relationships in the Spokane community. Your primary focus will be on understanding clients' unique financial needs and providing holistic advice that integrates J.P. Morgan Chase's suite of wealth management, banking, and lending products. You will conduct in-depth consultations, develop customized financial plans, and monitor portfolios to ensure alignment with clients' objectives amid evolving market conditions. Collaboration with branch colleagues and J.P. Morgan specialists will be key to offering seamless, high-touch service. Success in this role requires a blend of technical expertise and interpersonal skills to build trust, drive asset growth, and exceed client expectations in a competitive wealth management landscape. J.P. Morgan Wealth Management is renowned for its client-centric approach and innovative solutions, empowering advisors like you to make a meaningful impact. In Spokane, you will contribute to our mission of helping families secure their financial futures while benefiting from a supportive culture that values professional growth and work-life balance. If you are a licensed advisor with a proven track record in financial planning, join us to advance your career at a firm that sets the standard in the industry.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to high-net-worth individuals and families in the Spokane area
• Develop and maintain long-term relationships with clients through proactive outreach and branch-based consultations
• Analyze clients' financial situations, goals, and risk tolerances to recommend tailored investment portfolios and wealth management strategies
• Collaborate with J.P. Morgan Chase teams to deliver integrated banking, lending, and investment solutions
• Identify opportunities to grow client assets by cross-selling J.P. Morgan products such as retirement planning, estate planning, and trust services
• Ensure all advisory activities comply with regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Conduct educational seminars and community events in Spokane to attract and engage prospective clients
• Monitor market trends and economic conditions to adjust client strategies and provide timely insights
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• Mentor junior advisors and contribute to branch goals for client satisfaction and asset growth

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) 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 advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in the Spokane, WA area
• 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
• Bilingual proficiency, particularly in Spanish or other languages common in the Spokane community
• Prior success in meeting sales targets and growing client assets under management
• Knowledge of local economic trends and community networks in Spokane, WA

Required Skills

• Financial analysis and portfolio management
• Investment advisory and risk assessment
• Client relationship building and retention
• Regulatory compliance and ethical decision-making
• Sales and business development
• Communication and presentation skills
• Problem-solving and critical thinking
• Proficiency in financial software like Bloomberg or J.P. Morgan proprietary tools
• Time management and organizational abilities
• Empathy and active listening for client needs
• Data analysis and reporting
• Negotiation and persuasion techniques
• Knowledge of tax and estate planning principles
• Adaptability to market changes
• Team collaboration and leadership

Benefits

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

JP Morgan Chase is an equal opportunity employer.