J.P. Morgan Wealth Management - Private Client Advisor - Boca Raton, Delray Beach and Boynton Beach, FL

Location: FL, 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 dynamic team in the Boca Raton, Delray Beach, and Boynton Beach branches in South Florida. As a branch-based advisor, you will deliver comprehensive financial planning and advice to affluent individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's global resources and expertise, you will create customized strategies that encompass investments, retirement planning, estate management, and more, all while fostering deep, trust-based relationships with clients in this vibrant, high-growth region. Your role will involve proactive client engagement, from initial consultations to ongoing portfolio oversight, ensuring every recommendation aligns with J.P. Morgan's commitment to excellence and innovation in wealth management. You will collaborate with cross-functional teams, including bankers and investment specialists, to provide seamless, integrated solutions that set J.P. Morgan apart in the competitive financial services landscape. Success in this position requires a client-centric approach, where you identify opportunities to deepen relationships and introduce value-added services like private banking or alternative investments. In this fast-paced environment, you will thrive by staying ahead of market dynamics and regulatory changes, delivering insights that empower clients to navigate economic uncertainties with confidence. J.P. Morgan Wealth Management offers unparalleled support through cutting-edge technology, robust training, and a culture of integrity, making this an ideal opportunity for a seasoned advisor passionate about driving client success in one of America's premier wealth markets.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Boca Raton, Delray Beach, and Boynton Beach branches
• Develop and implement comprehensive wealth management strategies tailored to client goals and risk tolerance
• Prospect, acquire, and retain high-net-worth clients through relationship-building and community engagement
• Conduct financial needs assessments, portfolio reviews, and ongoing performance monitoring
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic 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 products and services
• Maintain accurate client records in J.P. Morgan's CRM systems and prepare reports for internal stakeholders
• Participate in branch events, seminars, and networking activities to enhance J.P. Morgan's presence in South Florida
• Monitor economic conditions and adjust client portfolios to optimize returns and mitigate risks

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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting serving Boca Raton, Delray Beach, and Boynton Beach areas
• Clean regulatory history with FINRA and state securities regulators

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms or similar enterprise systems
• Bilingual proficiency in English and Spanish to serve diverse South Florida clientele
• Prior success in generating new business through networking and referrals in affluent communities
• Knowledge of estate planning, tax strategies, and retirement planning for high-net-worth individuals

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• 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, CRM tools)
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• 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 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 certification support
• 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 South Florida area

JP Morgan Chase is an equal opportunity employer.