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

Location: Vancouver, 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 Vancouver, WA branch. In this client-facing role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, all while fostering enduring relationships built on integrity and personalized service. This position is ideal for a seasoned professional passionate about empowering clients in the dynamic Pacific Northwest market. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending tailored investment portfolios, and coordinating with J.P. Morgan's network of specialists to provide seamless banking, lending, and advisory services. You will proactively engage with clients through branch visits, virtual consultations, and community events to uncover opportunities for growth and ensure their portfolios remain optimized amid economic shifts. Compliance with J.P. Morgan's rigorous standards and regulatory requirements will be paramount, as you uphold our commitment to fiduciary excellence and client-centric advice. We value professionals who thrive in a collaborative branch environment and are driven by results. As a Private Client Advisor, you will contribute to team success by sharing insights on local market trends and supporting business development initiatives. J.P. Morgan offers unparalleled support through cutting-edge technology, ongoing training, and a culture of innovation, enabling you to deliver exceptional value to clients while advancing your career in one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients through regular consultations, portfolio reviews, and proactive outreach
• Identify opportunities to deepen client relationships by recommending J.P. Morgan's suite of wealth management products, including banking, lending, and investment services
• Conduct comprehensive financial needs assessments, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan branch teams, specialists, and external partners to deliver holistic advisory services
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA regulations, and fiduciary standards
• Prospect and acquire new clients within the Vancouver, WA market through networking, referrals, and community engagement
• Monitor market trends and economic conditions to adjust client portfolios and provide timely insights
• Prepare and present investment proposals, performance reports, and educational resources to clients
• Contribute to branch goals by supporting team initiatives and participating in local business development efforts

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
• At least 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 retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work independently in a branch-based setting while collaborating with J.P. Morgan teams
• Clean regulatory history and adherence to FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms or similar enterprise systems
• Bilingual proficiency, particularly in Spanish or other languages spoken in the Vancouver, WA community
• Prior success in generating new business and achieving sales targets in a competitive financial market
• Knowledge of local economic trends and client demographics in the Pacific Northwest region

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
• Networking and business development
• Empathy and active listening for client needs
• Proficiency in Microsoft Office Suite and CRM tools
• Knowledge of tax implications in wealth management
• Adaptability to market volatility
• Team collaboration in a corporate environment
• Ethical decision-making and fiduciary responsibility

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, mental health support, and fitness reimbursements
• Relocation assistance if applicable, plus commuter benefits for Vancouver, WA location

JP Morgan Chase is an equal opportunity employer.