J.P. Morgan Wealth Management - Private Client Advisor - Chapel Hill, NC

Location: Chapel Hill, NC, 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 Chapel Hill, NC branch. In this client-facing role, you will deliver comprehensive financial planning and advisory services to affluent individuals and families, helping them achieve their long-term wealth objectives. As a key member of our branch team, you will leverage J.P. Morgan's world-class resources, including advanced investment tools and research, to create personalized strategies that encompass investing, retirement planning, estate management, and more. This position offers the opportunity to build meaningful relationships in the vibrant Chapel Hill community, where you'll engage with clients who value expert guidance from a trusted global leader in financial services. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored solutions from J.P. Morgan's suite of wealth management offerings. You'll collaborate closely with colleagues across banking, lending, and advisory teams to provide seamless, holistic support. Success in this role requires a passion for client success, a deep understanding of market dynamics, and the ability to navigate complex financial landscapes while adhering to the highest standards of integrity and compliance. Whether hosting educational seminars or reviewing portfolios during market volatility, you'll play a pivotal role in empowering clients to navigate their financial futures with confidence. J.P. Morgan Chase is committed to fostering an inclusive environment where diverse perspectives drive innovation. We offer robust professional development opportunities, competitive compensation, and a supportive culture that rewards excellence. If you are a licensed financial professional with a proven track record in wealth management and a desire to make a difference in the lives of high-net-worth clients, we invite you to bring your expertise to our Chapel Hill team and contribute to J.P. Morgan's legacy of excellence in the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients, conducting regular reviews and portfolio assessments
• Identify opportunities to introduce J.P. Morgan Wealth Management products, including banking, lending, and investment services
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management solutions
• Conduct client meetings, seminars, and community events in Chapel Hill to build awareness and attract new clients
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Monitor market trends and economic conditions to proactively adjust client strategies
• Document client interactions and maintain accurate records in J.P. Morgan's proprietary systems
• Support business development goals by prospecting within the local community and leveraging referrals
• Educate clients on J.P. Morgan's digital tools and platforms for seamless wealth management access

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and collaborate with a team of financial professionals
• Clean background check and compliance history with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with J.P. Morgan Chase products and services or similar large financial institutions
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Chapel Hill, NC
• Previous success in generating new business through networking and referrals in community settings
• Knowledge of local economic trends and affluent demographics in the Chapel Hill area

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, ETFs, alternatives)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Networking and business development
• Empathy and active listening for client needs
• Digital literacy with CRM systems like Salesforce
• Market research and economic forecasting
• Team collaboration in a branch environment
• Ethical decision-making under pressure
• Adaptability to evolving financial regulations

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 for certifications like CFP
• 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 if applicable, plus commuter benefits for Chapel Hill location

JP Morgan Chase is an equal opportunity employer.