J.P. Morgan Wealth Management – Private Client Advisor - Buckhannon, WV

Location: Buckhannon, WV, 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 Buckhannon, WV branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families in the local community, offering comprehensive financial planning, investment guidance, and wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative tools to help clients achieve their financial goals, from retirement planning to estate strategies, while fostering long-term relationships built on trust and expertise. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending personalized portfolios using J.P. Morgan's suite of investment products. You will prospect for new clients through community engagement in Buckhannon and surrounding areas, host educational workshops, and collaborate with branch colleagues to deliver seamless service. Compliance with regulatory standards and J.P. Morgan's high ethical guidelines is paramount, ensuring all advice aligns with the firm's commitment to integrity and client-centric innovation in the financial services industry. This position offers the opportunity to make a meaningful impact in a close-knit, rural market while benefiting from J.P. Morgan's prestigious brand and support network. Ideal candidates are passionate about financial advisory, possess strong interpersonal skills, and thrive in a dynamic environment where they can grow professionally. Join us to empower clients' financial futures and 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 in the Buckhannon, WV community
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend J.P. Morgan Wealth Management solutions, including investment portfolios, retirement planning, and estate strategies
• Conduct client meetings, financial reviews, and educational seminars in the local branch
• Prospect for new clients through community networking, referrals, and branch events
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Collaborate with branch teams and J.P. Morgan specialists to deliver holistic wealth management services
• Monitor client portfolios and market trends to adjust strategies as needed
• Document client interactions and maintain accurate records in J.P. Morgan's systems
• Contribute to branch goals by driving asset 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 63 and 65) licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a small-market location like Buckhannon, WV
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience in J.P. Morgan's wealth management products and services
• Bilingual skills to serve diverse client bases in rural West Virginia
• Previous success in growing assets under management in community-based settings
• Knowledge of local economic factors influencing clients in Buckhannon and surrounding areas

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and asset allocation
• Regulatory compliance and risk assessment
• Communication and presentation skills
• Analytical thinking for financial forecasting
• Sales and prospecting techniques
• Proficiency in financial software and CRM tools
• Empathy and active listening for client needs
• Time management in a branch environment
• Problem-solving for complex financial scenarios
• Networking in community settings
• Ethical decision-making aligned with J.P. Morgan standards
• Adaptability to local market dynamics in Buckhannon, WV
• Team collaboration with internal J.P. Morgan resources

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 holidays
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan
• Wellness programs, including gym memberships and mental health support
• Family benefits such as parental leave and adoption assistance

JP Morgan Chase is an equal opportunity employer.