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

Location: Tukwila, 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 Tukwila, WA branch. In this branch-based role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. As a key member of our high-performing team, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic financial planning, including investment strategies, retirement planning, and estate advisory services. Your focus will be on building enduring client relationships in the local Tukwila community, helping clients navigate complex financial landscapes with confidence and clarity. The Private Client Advisor role demands a client-centric approach, where you will conduct in-depth needs assessments, recommend personalized portfolios from J.P. Morgan's suite of investment products, and integrate banking and lending solutions to optimize client outcomes. You will collaborate closely with branch colleagues, including bankers and specialists, to ensure seamless service delivery while adhering to the highest standards of regulatory compliance and ethical practices. Success in this position involves proactive client engagement, such as hosting educational seminars on market insights and wealth preservation, to foster loyalty and drive business growth in the Pacific Northwest market. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge technology, ongoing training, and a supportive culture that values diversity and inclusion. If you are passionate about financial advisory and thrive in a dynamic branch environment, this opportunity in Tukwila, WA offers the platform to advance your career while making a meaningful impact on clients' financial futures. Join us to be part of a firm renowned for its integrity, innovation, and leadership in the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Prospect, develop, and nurture long-term relationships with clients in the Tukwila, WA branch to grow assets under management
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment services
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Educate clients on market trends, J.P. Morgan investment products, and wealth preservation strategies
• Identify opportunities for cross-selling J.P. Morgan services such as private banking or alternative investments
• Maintain accurate client records in CRM systems and prepare reports for performance tracking
• Participate in community outreach and networking events in Tukwila to expand client base
• Mentor junior advisors and contribute to branch goals for client satisfaction and revenue growth

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch setting while collaborating with team members
• Clean U4 record and compliance history

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in wealth management
• Familiarity with J.P. Morgan's proprietary tools and platforms for financial planning
• Bilingual proficiency, particularly in languages spoken in the Tukwila, WA community
• Previous experience in retail banking or branch-based advisory roles

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and 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 certification 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 for the Tukwila, WA location

JP Morgan Chase is an equal opportunity employer.