J.P. Morgan Wealth Management- Associate, Advisor Concierge

Location: Santa Rosa, CA, United States

Job Family: Business Management

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Associate, Advisor Concierge to join our team in Santa Rosa, CA. In this pivotal role, you will serve as the frontline expert delivering personalized service and strategic support to our wealth management advisors and high-net-worth clients. Your primary focus will be enhancing client satisfaction by providing timely, accurate advice on investment opportunities, financial planning, and J.P. Morgan's suite of wealth management solutions. As part of a dynamic team in one of the world's leading financial institutions, you will contribute to building lasting client relationships while navigating the complexities of the financial services landscape. Key responsibilities include acting as a liaison between clients and advisors, conducting in-depth needs assessments, and leveraging J.P. Morgan's advanced analytical tools to recommend customized strategies. You will ensure seamless execution of client requests, from portfolio reviews to transaction processing, all while upholding the highest standards of compliance and confidentiality. This position demands a blend of technical expertise in financial products and soft skills in client engagement, enabling you to thrive in a collaborative environment that values innovation and client-centric service. J.P. Morgan Wealth Management offers unparalleled opportunities for professional growth within a supportive culture that prioritizes work-life balance and diversity. Based in Santa Rosa, this role provides exposure to a diverse client base in Northern California, allowing you to make a tangible impact on their financial journeys. If you are passionate about wealth management and ready to elevate your career with a global leader, we invite you to apply and join our mission of empowering clients to achieve their financial goals.

Key Responsibilities

• Provide personalized concierge services to J.P. Morgan Wealth Management advisors, including scheduling appointments, preparing client materials, and coordinating follow-ups
• Deliver expert advice on financial products, investment options, and market trends to support advisor-client interactions
• Assist in client onboarding processes, ensuring seamless integration into J.P. Morgan's wealth management ecosystem
• Monitor client portfolios for performance and compliance, escalating issues to senior advisors as needed
• Conduct research on client needs and recommend tailored solutions using J.P. Morgan's analytical tools
• Foster client engagement through proactive outreach, educational seminars, and personalized communications
• Collaborate with cross-functional teams, including investment specialists and compliance officers, to enhance service delivery
• Maintain accurate records of client interactions in CRM systems and ensure adherence to regulatory standards
• Identify opportunities for business growth by analyzing client data and suggesting advisory enhancements
• Support advisors in preparing for client meetings, including financial planning reports and risk assessments

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3 years of experience in wealth management, financial advisory, or client service roles
• Active Series 7 and Series 66 securities licenses (or equivalent)
• Strong understanding of financial products, investment strategies, and regulatory requirements in the wealth management industry
• Proven track record of delivering exceptional client service in a high-volume environment
• Excellent communication and interpersonal skills with the ability to build rapport with diverse clients
• Proficiency in financial software and CRM systems such as Salesforce

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA
• Experience working in a concierge or advisory support role within a major financial institution
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in California
• Knowledge of J.P. Morgan's proprietary wealth management platforms and tools
• Prior experience in client onboarding and portfolio management support

Required Skills

• Financial analysis and portfolio management
• Client relationship management
• Regulatory compliance knowledge (SEC, FINRA)
• Proficiency in Microsoft Office Suite and financial modeling tools
• CRM software expertise (e.g., Salesforce)
• Strong verbal and written communication
• Problem-solving and critical thinking
• Time management and organizational skills
• Attention to detail in data handling
• Empathy and active listening for client interactions
• Analytical skills for market trend evaluation
• Team collaboration and networking
• Adaptability to fast-paced environments
• Ethical decision-making in financial advising
• Basic knowledge of estate planning and tax strategies

Benefits

• Competitive base salary with performance-based bonuses and incentives
• 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 programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible positions and flexible work arrangements

JP Morgan Chase is an equal opportunity employer.