J.P. Morgan Wealth Management – Private Client Advisor - Birmingham, AL

Location: Birmingham, AL, 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 Birmingham, AL branch. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their life goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources and cutting-edge tools to provide holistic financial planning, including investment strategies, retirement planning, estate considerations, and more. Your focus will be on fostering deep, enduring client relationships while navigating the dynamic financial services landscape to help clients achieve financial security and growth. Key to success in this position is your ability to understand clients' unique financial landscapes and offer personalized advice that aligns with their risk tolerance and objectives. You will collaborate with J.P. Morgan's network of experts, including investment strategists and tax professionals, to create integrated solutions. In the Birmingham market, you will engage with a diverse clientele, from emerging affluent individuals to established families, building your book of business through exceptional service and local networking. Compliance with all regulatory standards and adherence to J.P. Morgan's client-first philosophy are paramount. This role offers the opportunity to thrive in a supportive team environment within one of the world's leading financial institutions. You will benefit from ongoing training, access to proprietary research, and a performance-driven culture that rewards results. If you are passionate about empowering clients' financial futures and eager to contribute to J.P. Morgan's legacy of excellence in wealth management, we invite you to apply for this impactful position in Birmingham.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients through regular consultations and proactive outreach
• Analyze clients' financial situations, including assets, liabilities, and cash flow, to recommend tailored investment strategies
• Collaborate with J.P. Morgan specialists in areas like estate planning, tax strategies, and lending to deliver comprehensive solutions
• Conduct client meetings in the Birmingham branch, both in-person and virtually, to review portfolios and adjust plans as needed
• Ensure all advisory services comply with SEC, FINRA, and internal J.P. Morgan policies
• Prospect for new clients within the local Birmingham community through networking, referrals, and branch events
• Monitor market trends and economic conditions to keep clients informed and optimize their portfolios
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• 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) licenses
• Minimum of 3-5 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 investment products, financial planning, and regulatory compliance
• Ability to work in a branch-based setting and collaborate with team members

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience working with high-net-worth individuals and families
• Advanced degree such as MBA or Master's in Finance
• Familiarity with J.P. Morgan's wealth management platforms and tools

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC rules)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Sales and prospecting techniques
• Risk assessment and mitigation
• Team collaboration in a branch environment
• Digital literacy for CRM and advisory tools
• Empathy and active listening for client needs
• Market trend analysis
• Ethical decision-making in financial advice

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 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 licensing support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships and mental health support
• Relocation assistance if applicable for the Birmingham location

JP Morgan Chase is an equal opportunity employer.