J.P. Morgan Wealth Management – Private Client Advisor - Boston/Metro/South Shore Market

Location: Boston, MA, 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 Boston/Metro/South Shore Market team. 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 a key member of our high-performing team, you will leverage J.P. Morgan's global resources and innovative tools to help clients achieve their financial goals, from retirement planning and education funding to estate preservation and philanthropic strategies. This position offers the opportunity to thrive in a dynamic environment where client success drives your own professional growth. Your primary focus will be on cultivating deep, lasting relationships with clients in the Greater Boston area, providing expert guidance on investment portfolios, tax-efficient strategies, and access to exclusive J.P. Morgan products such as private banking and alternative investments. You will conduct thorough financial assessments, monitor market trends, and collaborate with internal experts to ensure seamless, holistic advice. Success in this role requires a client-centric approach, combining empathy with analytical rigor to navigate complex financial landscapes and deliver measurable results, such as growing assets under management and enhancing client satisfaction. J.P. Morgan Wealth Management is committed to fostering an inclusive culture that values diversity and innovation. As a Private Client Advisor, you will benefit from ongoing training, cutting-edge technology, and a supportive network of professionals dedicated to excellence. If you are passionate about empowering clients' financial futures and eager to contribute to one of the world's leading financial institutions, this role in Boston offers a rewarding path to advance your career in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement tailored investment strategies using J.P. Morgan's suite of products, including equities, fixed income, and alternative investments
• Build and nurture long-term client relationships through proactive outreach, regular reviews, and exceptional service in the Boston/Metro/South Shore branches
• Conduct comprehensive needs assessments to identify client goals, risk tolerance, and financial situations
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Prospect for new clients within the local market, leveraging networking events and referrals
• Ensure all advisory activities comply with regulatory requirements and J.P. Morgan's internal policies
• Monitor portfolio performance and adjust strategies based on market conditions and client needs
• Educate clients on financial products, market trends, and economic factors influencing their wealth
• Contribute to branch goals by driving asset under management (AUM) growth and client satisfaction metrics

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 3-5 years of experience in financial advising, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships leading to asset growth
• Strong understanding of comprehensive financial planning, investment strategies, and risk management
• Ability to work in a branch-based environment in the Boston/Metro/South Shore market
• Compliance with FINRA and SEC regulations, including background check and fingerprinting

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the New England region
• Bilingual proficiency in English and Spanish or another language spoken in the Boston area
• Previous experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related field

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Risk assessment and mitigation
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Market research and economic analysis
• Negotiation and advisory consulting
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 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
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates in the Boston area

JP Morgan Chase is an equal opportunity employer.