J.P. Morgan Wealth Management – Private Client Advisor - Albany, NY

Location: Albany, NY, 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 Albany, NY branch. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and expertise to help clients achieve their financial objectives, from retirement planning and investment diversification to estate preservation and philanthropic strategies. This position offers the opportunity to build meaningful, long-term relationships in a dynamic market like Albany, where you will contribute to the firm's reputation for excellence in personalized service. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending bespoke investment portfolios, and coordinating with J.P. Morgan's network of specialists to provide integrated banking, lending, and advisory services. You will actively engage in client acquisition through local networking, seminars, and referrals, while ensuring all recommendations align with the highest standards of compliance and fiduciary duty. Success in this role requires a client-centric approach, where you not only advise on complex financial matters but also educate and empower clients to make informed decisions in an ever-evolving economic landscape. J.P. Morgan Wealth Management is committed to fostering an inclusive environment that values diverse perspectives and professional growth. As a Private Client Advisor, you will benefit from ongoing training, cutting-edge technology platforms, and a collaborative team culture designed to support your success. If you are passionate about financial services and ready to make a tangible impact on clients' lives in the Albany community, we invite you to join our esteemed team and advance your career with one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Albany area
• Develop and maintain long-term relationships with clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in Albany, NY
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and market conditions to recommend timely adjustments and opportunities
• Educate clients on J.P. Morgan's suite of wealth management products and services
• Participate in branch team meetings and contribute to overall office performance goals
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) 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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch setting while collaborating with team members
• Clean background check and no disqualifying regulatory history

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients or families in the Northeast region
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly in languages spoken in Albany's diverse community
• Previous experience in a branch-based advisory role at a major financial institution

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory knowledge (SEC/FINRA)
• Risk assessment and management
• Sales and prospecting techniques
• Problem-solving and decision-making
• Time management and organization
• CRM software proficiency (e.g., Salesforce)
• Tax and estate planning basics
• Market trend analysis
• Team collaboration
• Ethical judgment and integrity
• Adaptability to economic changes

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
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Albany, NY

JP Morgan Chase is an equal opportunity employer.