J.P. Morgan Wealth Management – Private Client Advisor - Alliance, Hartville - Ohio

Location: Alliance, OH, 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 Alliance, OH branch in Hartville. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As part of J.P. Morgan Chase & Co., a global leader in financial services, you will leverage our extensive resources, including advanced investment tools and research, to help clients achieve their financial goals in areas such as retirement planning, education funding, and legacy preservation. This position offers the opportunity to build meaningful, long-term relationships while contributing to the growth of our esteemed Wealth Management division in the Midwest region. Your primary focus will be on understanding clients' financial situations through in-depth consultations, developing personalized strategies that align with J.P. Morgan's rigorous standards, and executing investment recommendations with precision. You will collaborate closely with branch colleagues, including bankers and specialists, to provide seamless, holistic advice that encompasses not only investments but also banking, lending, and trust services. Success in this role requires a client-centric approach, where you proactively identify opportunities to enhance portfolios and mitigate risks, all while adhering to the highest ethical and regulatory standards upheld by J.P. Morgan Chase. We value professionals who thrive in a dynamic, branch environment and are passionate about empowering clients in the Alliance community. With access to J.P. Morgan's world-class training and career development programs, this role provides a platform for professional growth within one of the most respected names in finance. If you are committed to excellence and ready to make a tangible impact on clients' financial futures, join our team and help shape the next chapter of wealth management at J.P. Morgan.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on investment, retirement, and estate planning
• Develop and maintain long-term relationships with private clients in the Alliance, OH branch, identifying opportunities to deepen client engagement
• Conduct client meetings to assess financial goals, risk tolerance, and needs, recommending tailored J.P. Morgan investment solutions
• Collaborate with branch bankers and specialists to deliver holistic wealth management services, including lending and trust solutions
• Monitor client portfolios, execute trades, and adjust strategies in response to market changes and client life events
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Prospect for new clients through referrals, community networking, and branch events in the Hartville area
• Educate clients on J.P. Morgan's suite of wealth management products, such as mutual funds, ETFs, and alternative investments
• Track and report on client portfolio performance, providing regular updates and performance reviews
• Contribute to branch goals by supporting team efforts in client acquisition and retention

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities 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 retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management sector
• Ability to work in a branch-based setting and collaborate with banking teams
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working in a J.P. Morgan Chase branch or similar high-net-worth client environment
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Previous success in asset gathering and portfolio management for individual and family clients
• Knowledge of local market dynamics in Ohio and experience serving Midwestern clients

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and management
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Problem-solving and decision-making
• Team collaboration and leadership
• Time management and organization
• Ethical judgment and integrity
• Market trend analysis
• Customer service orientation
• 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 access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, and flexible work arrangements where possible

JP Morgan Chase is an equal opportunity employer.