J.P. Morgan Wealth Management – Private Client Advisor - Avon, CT

Location: Avon, CT, 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 Avon, CT branch, where you will play a pivotal role in helping affluent individuals and families achieve their financial aspirations. As a branch-based advisor, you will deliver comprehensive financial planning, investment guidance, and personalized wealth strategies tailored to each client's unique goals, risk tolerance, and life stage. Leveraging J.P. Morgan Chase's global resources and innovative platforms, you will provide access to a full spectrum of services, from retirement planning and estate strategies to sophisticated investment portfolios, all while fostering trust and long-term partnerships in the vibrant Hartford community. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial data to recommend optimal solutions, and collaborating with J.P. Morgan's network of experts to ensure seamless service delivery. You will proactively identify opportunities to grow your client base through targeted outreach, referrals, and participation in local events, contributing to the branch's success in a competitive wealth management landscape. Compliance and ethical standards are paramount, and you will maintain meticulous records while staying abreast of regulatory changes and market dynamics to safeguard client interests. This role offers a rewarding career path within one of the world's leading financial institutions, with opportunities for professional growth, competitive compensation, and a supportive team environment. If you are passionate about empowering clients' financial futures and thrive in a client-centric, high-performance setting, join J.P. Morgan Wealth Management in Avon, CT, and become part of a legacy of excellence in private client advisory.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Avon, CT branch
• Develop and implement comprehensive wealth management strategies, including portfolio construction, risk assessment, and asset allocation
• Build and nurture long-term client relationships by conducting regular reviews and addressing evolving financial needs
• Prospect for new clients through community events, referrals, and branch networking in the greater Hartford area
• Collaborate with J.P. Morgan Chase teams, including bankers and specialists, to deliver holistic financial solutions
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Educate clients on market trends, investment opportunities, and J.P. Morgan's suite of wealth management products
• Monitor client portfolios and adjust strategies based on economic conditions and personal goals
• Participate in branch initiatives to promote J.P. Morgan Wealth Management services
• Maintain accurate records of client interactions and transactions using J.P. Morgan's proprietary systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or willingness to obtain within 120 days of hire
• 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 in Avon, CT, with flexibility for client meetings and community engagement
• Clean background check and adherence to FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Connecticut
• Previous success in generating new business through referrals and networking in affluent communities
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and trend analysis
• Team collaboration
• Ethical judgment and integrity

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 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 resources
• Employee stock purchase plan and other investment opportunities within J.P. Morgan Chase
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, and commuter benefits for Avon, CT location

JP Morgan Chase is an equal opportunity employer.