J.P. Morgan Wealth Management - Private Client Advisor - Central Sarasota

Location: Sarasota, 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 Central Sarasota branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, helping them achieve their long-term financial goals through comprehensive planning and personalized advice. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools and a global network of experts, to deliver exceptional wealth management services tailored to the unique needs of the Sarasota community. This position offers the opportunity to build meaningful client relationships while contributing to the growth of our Wealth Management division in a vibrant, affluent market. Your primary focus will be on understanding clients' financial situations, aspirations, and risk tolerances to craft bespoke strategies encompassing investments, retirement planning, estate solutions, and integrated banking services. You will collaborate closely with branch colleagues and J.P. Morgan specialists to provide holistic advice, ensuring all recommendations align with regulatory standards and the firm's commitment to integrity. By actively engaging in local networking and referral programs, you will expand our client base, driving asset growth and fostering loyalty in a competitive financial services landscape. Success in this role requires a passion for client success, a deep knowledge of financial markets, and the ability to thrive in a dynamic branch environment. J.P. Morgan Wealth Management values diversity and inclusion, offering a supportive culture with robust professional development to help you advance your career. If you are a licensed advisor with a proven track record in wealth management, join us in empowering clients in Central Sarasota to secure their financial futures.

Key Responsibilities

• Develop and maintain long-term relationships with individual and family clients in Central Sarasota, providing personalized financial advice and planning
• Conduct comprehensive financial needs assessments to recommend tailored investment, retirement, and estate planning solutions
• Collaborate with J.P. Morgan Wealth Management teams to deliver holistic wealth management services, including portfolio management and risk assessment
• Prospect and acquire new clients through branch referrals, networking events, and community engagement in the Sarasota area
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while documenting client interactions
• Educate clients on J.P. Morgan's suite of products, such as investment accounts, lending solutions, and banking integration
• Monitor client portfolios and market conditions to proactively adjust strategies and mitigate risks
• Participate in branch-based sales initiatives to grow assets under management and achieve performance targets
• Provide exceptional customer service, resolving inquiries and addressing client concerns promptly
• Stay abreast of industry trends and J.P. Morgan policies to deliver cutting-edge financial guidance

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) 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 Central Sarasota, FL
• Clean regulatory history with no U at C (Unfit) findings

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Sarasota market
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems and wealth management tools
• Master's degree in finance or related discipline

Required Skills

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

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, such as gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Sarasota area

JP Morgan Chase is an equal opportunity employer.