J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA

Location: Mattapan, MA, United States

Job Family: Client Management

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Community Private Client Advisor to join our team in Mattapan, MA. In this role, you will serve as a trusted financial advisor to high-net-worth individuals and families within the local community, offering comprehensive financial planning services tailored to their unique needs. Your focus will extend beyond traditional advisory to include active community engagement, participating in local events, workshops, and initiatives to foster trust and accessibility in underserved areas. As part of J.P. Morgan Chase, you will leverage our world-class resources, including advanced investment tools and a global network of experts, to help clients achieve their financial goals while contributing to the economic vitality of Mattapan. Key to success in this position is your ability to build meaningful, long-term relationships through personalized consultations on wealth management strategies, retirement planning, and estate solutions. You will conduct thorough financial assessments, recommend diversified investment portfolios aligned with J.P. Morgan's rigorous standards, and monitor performance to adapt to evolving market conditions. Additionally, you will play a pivotal role in community outreach, hosting educational seminars on financial literacy and collaborating with local organizations to promote inclusive wealth-building opportunities. Compliance with FINRA, SEC, and internal policies is paramount, ensuring all advice is ethical, transparent, and client-centered. This position offers a dynamic environment where you can make a tangible impact on the Mattapan community while advancing your career at one of the world's leading financial institutions. J.P. Morgan Wealth Management is committed to diversity, equity, and inclusion, and we encourage applications from individuals passionate about serving diverse populations. If you thrive in a client-focused role with a blend of advisory expertise and community involvement, join us to empower clients and strengthen local ties.

Key Responsibilities

• Develop and maintain long-term relationships with high-net-worth clients in the Mattapan community through personalized financial planning
• Provide comprehensive advice on investment strategies, retirement planning, estate planning, and wealth preservation
• Engage in local community events, workshops, and initiatives to build brand awareness and attract new clients
• Conduct financial needs assessments and recommend tailored J.P. Morgan Wealth Management solutions
• Collaborate with branch teams and specialists to deliver holistic financial services
• Monitor client portfolios and adjust strategies based on market conditions and client goals
• Ensure all advisory activities comply with regulatory requirements and J.P. Morgan policies
• Prospect and network within the Mattapan area to grow the client base
• Educate clients on digital tools and resources available through J.P. Morgan's platforms
• Track and report on client satisfaction and business development metrics

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Active Series 7 and Series 66 (or equivalent) securities licenses
• At least 3 years of experience in financial advisory or wealth management roles
• Proven track record of client relationship management in a community-focused setting
• Strong understanding of financial planning principles and investment strategies
• Ability to work independently in a branch environment with minimal supervision
• Compliance with FINRA and SEC regulations

Preferred Qualifications

• Experience working in underserved or diverse communities
• Master's degree in Finance or CFP certification
• Bilingual proficiency in English and Spanish or another local language
• Previous involvement in community outreach or local events
• Knowledge of J.P. Morgan's wealth management products and services

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and risk assessment
• Community engagement and networking
• Regulatory compliance and ethical standards
• Communication and presentation skills
• Analytical thinking and problem-solving
• Sales and business development
• Digital literacy in financial software and CRM tools
• Cultural sensitivity and empathy in diverse settings
• Time management and organizational skills
• Negotiation and advisory expertise
• Data interpretation for financial reporting
• Team collaboration in a branch environment
• Adaptability to local market dynamics

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities and tuition reimbursement
• Employee stock purchase plan and financial wellness programs
• Access to J.P. Morgan's global resources and career mobility
• Wellness initiatives, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.