J.P. Morgan Wealth Management – Private Client Advisor - Beachwood / Chagrin Falls, Ohio

Location: Beachwood, 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 branch in Beachwood / Chagrin Falls, Ohio. In this role, you will serve as a trusted financial advisor to 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, cutting-edge investment tools, and extensive research to help clients achieve their financial goals, from retirement planning to estate strategies. This position offers the opportunity to build meaningful, long-term relationships in a dynamic Midwest market, contributing to the growth of our esteemed Wealth Management division. Your primary focus will be on understanding client objectives through in-depth consultations and crafting personalized financial plans that incorporate diversified investment portfolios, tax-efficient strategies, and risk mitigation. You will collaborate closely with J.P. Morgan's network of specialists to provide seamless access to banking, lending, and alternative investment options. Success in this role requires a client-centric approach, where you proactively identify opportunities to expand relationships and ensure ongoing portfolio optimization amid evolving market conditions. Compliance with all regulatory standards is paramount, upholding J.P. Morgan's commitment to integrity and excellence in financial services. We value advisors who thrive in a collaborative branch environment and are passionate about empowering clients in the Beachwood and Chagrin Falls communities. This position not only offers professional growth through J.P. Morgan's renowned training programs but also the chance to make a tangible impact on clients' financial futures. If you are a licensed professional with a proven track record in wealth advisory, join us to advance your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients in the Beachwood and Chagrin Falls areas, identifying opportunities to deepen client engagement
• Conduct financial needs assessments, recommend tailored investment portfolios, and monitor performance to align with client goals
• Collaborate with J.P. Morgan teams, including investment specialists and bankers, to deliver holistic financial services
• Prospect for new clients through networking, referrals, and community involvement in the Ohio market
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Educate clients on market trends, risk management, and retirement planning strategies
• Manage client portfolios using J.P. Morgan's proprietary tools and research resources
• Track and report on client portfolio performance, adjusting strategies as needed
• Participate in branch events and professional development to enhance advisory capabilities

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 advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Beachwood or Chagrin Falls, Ohio
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience with high-net-worth individuals and families in the Midwest region
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and another language spoken in the local community
• Previous success in meeting sales targets and growing client assets under management

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
• Financial planning software proficiency
• Analytical thinking
• Problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation skills
• Market research and trend analysis
• Team collaboration

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans 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 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
• Relocation assistance for eligible candidates moving to the Beachwood area

JP Morgan Chase is an equal opportunity employer.