J.P. Morgan Wealth Management – Private Client Advisor - Albuquerque, NM

Location: Albuquerque, NM, 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 Albuquerque, NM 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 goals. As a key member of our branch team, you will leverage J.P. Morgan's global resources to provide expert guidance on investments, retirement planning, estate strategies, and more, while fostering enduring client relationships in the vibrant Albuquerque community. Your primary focus will be on understanding clients' financial landscapes through in-depth consultations and developing personalized plans that align with their risk tolerance and objectives. You will collaborate with J.P. Morgan specialists across banking, lending, and asset management to offer integrated services, ensuring clients benefit from our firm's unparalleled expertise and innovative tools. Success in this position requires a client-centric approach, where you proactively identify opportunities to grow assets under management and deliver exceptional value. We value professionals who thrive in a dynamic, branch-based environment and are passionate about helping clients achieve financial security. With access to J.P. Morgan's robust training programs and cutting-edge technology, you will continuously enhance your skills to stay ahead in the evolving financial services industry. Join us to make a meaningful impact on clients' lives while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families
• Develop and maintain long-term relationships with private clients to meet their evolving financial needs
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and risk management
• Collaborate with J.P. Morgan specialists in banking, lending, and investment services to deliver holistic solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in Albuquerque
• Ensure all advisory services comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and adjust strategies based on market conditions and client goals
• Educate clients on J.P. Morgan Wealth Management products, including brokerage, advisory, and retirement accounts
• Participate in branch events and initiatives to promote J.P. Morgan's brand and services

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory 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-based setting while collaborating with team members

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with diverse client demographics in the Albuquerque market
• Bilingual proficiency in Spanish to serve the local community effectively
• Prior experience with J.P. Morgan Chase systems and wealth management tools

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and market trends
• Regulatory compliance and risk assessment
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Proficiency in financial software like Bloomberg or J.P. Morgan proprietary tools
• Negotiation and advisory consultation
• Cultural sensitivity for diverse client bases
• Data interpretation from financial reports
• Team collaboration in a corporate environment
• Adaptability to economic and regulatory changes

Benefits

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

JP Morgan Chase is an equal opportunity employer.