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

JPMorgan Chase & Co. • Kent, WA

1d

About The Position

As a Private Client Advisor in J.P. Morgan Wealth Management, you provide comprehensive financial planning and advice to individuals and families, supporting clients ranging from those just starting to save to those with significant wealth. You offer advised solutions and referrals to Chase partners to create an exceptional investor experience and deepen client relationships. The role represents the firm and its investment products and technology, helping clients identify solutions for their financial needs.

The position focuses on building and managing client relationships and developing a book of business, rather than portfolio management. Advisors provide goals-based planning, financial coaching beyond investments, and guidance on digital tools and channels that help clients monitor and manage their finances. The role also involves contributing to teammates’ success and supporting the bank’s goals in a diverse and inclusive culture.

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or must obtain one within 60 days of starting as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or must obtain one within 60 days of starting as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Responsibilities

• Support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a focus on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and prioritize doing what is right for clients.
• Educate clients about technology and channels available to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more confident using digital banking tools.

Benefits

• Competitive total rewards package, including base salary.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed