J.P. Morgan Wealth Management – Private Client Advisor - Brooklyn, NY (Brooklyn South)

Location: Brooklyn, NY, 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 Brooklyn South branch in Brooklyn, NY. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, helping them navigate their financial futures with personalized planning and expert guidance. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's vast resources to deliver holistic wealth management solutions, from investment strategies to retirement planning, all while fostering long-term client relationships in a vibrant urban community. Your primary focus will be on understanding clients' unique needs through comprehensive assessments and recommending tailored solutions that align with their goals, such as building wealth, funding education, or preparing for retirement. You will collaborate with J.P. Morgan Chase's integrated teams to offer seamless access to banking, lending, and advisory services, ensuring clients receive the full spectrum of our offerings. In the dynamic Brooklyn market, you will actively prospect for new clients through networking, community engagement, and referrals, while maintaining a commitment to ethical practices and regulatory compliance. Success in this role requires a passion for financial services, strong interpersonal skills, and the ability to thrive in a fast-paced branch environment. You will monitor market trends, adjust portfolios as needed, and educate clients on opportunities within J.P. Morgan's robust investment platform. Join us to make a meaningful impact on clients' lives while advancing your career in a supportive, high-performance culture that values innovation and client-centricity. J.P. Morgan Wealth Management is committed to diversity and inclusion, and we encourage applications from underrepresented communities in Brooklyn. This position offers the opportunity to grow within a global firm, with access to ongoing training and career development paths in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Brooklyn South branch
• Develop and implement comprehensive wealth management strategies tailored to client goals and risk tolerance
• Prospect, acquire, and retain high-net-worth clients through networking, referrals, and branch events
• Conduct financial needs assessments and recommend suitable products including investments, retirement plans, and insurance
• Collaborate with J.P. Morgan Chase teams to deliver holistic solutions integrating banking, lending, and advisory services
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's wealth management offerings
• Build community relationships in Brooklyn to enhance brand presence and client acquisition

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) securities 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 retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Brooklyn, NY, with flexible hours including evenings and weekends

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with diverse client demographics in urban markets like Brooklyn
• Bilingual proficiency in English and Spanish to serve the local community
• Prior experience with J.P. Morgan Chase systems or similar financial platforms

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Regulatory compliance and risk assessment
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Customer service orientation
• Time management and organizational skills
• Proficiency in financial software like Bloomberg or J.P. Morgan proprietary tools
• Emotional intelligence and empathy
• Negotiation and advisory expertise
• Market research and economic trend analysis
• Team collaboration in a branch environment
• Cultural sensitivity for diverse Brooklyn clientele

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 and tuition reimbursement for certifications
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance if applicable, plus commuter benefits for Brooklyn location

JP Morgan Chase is an equal opportunity employer.