J.P. Morgan Wealth Management – Private Client Advisor - Chesterfield

Location: Chesterfield, MO, 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 Chesterfield, Missouri branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their unique financial objectives. As part of the world's leading global financial services firm, you will leverage J.P. Morgan's extensive resources, including cutting-edge investment tools and a vast network of experts, to help clients navigate complex financial landscapes, from retirement planning to multi-generational wealth transfer. Your role will be pivotal in fostering long-term client relationships and contributing to the growth of our Wealth Management division in the St. Louis metropolitan area. Key to success in this position is your ability to provide holistic financial advice, encompassing investment strategies, tax optimization, and estate planning, all while adhering to the highest standards of integrity and regulatory compliance. You will collaborate closely with J.P. Morgan Chase retail bankers to identify opportunities for integrated solutions, such as combining advisory services with Chase's premier banking and lending products. By conducting thorough client assessments and ongoing portfolio reviews, you will ensure that recommendations are personalized and responsive to evolving market dynamics, ultimately driving client satisfaction and asset growth within our Chesterfield office. J.P. Morgan Wealth Management values innovation and client-centricity, offering you the platform to thrive in a dynamic environment. This role demands a blend of technical expertise and interpersonal skills to build trust and deliver exceptional results. Join us to make a meaningful impact on clients' financial futures while advancing your career with one of the most respected names in global finance.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Chesterfield branch
• Develop and implement comprehensive wealth management strategies tailored to clients' financial goals, risk tolerance, and life stages
• Prospect, acquire, and retain new clients through networking, referrals, and community engagement in the local Missouri market
• Conduct in-depth financial reviews, including retirement planning, estate planning, and tax-efficient investment strategies
• Collaborate with J.P. Morgan Chase bankers and specialists to deliver integrated banking, lending, and advisory services
• Monitor client portfolios, adjust recommendations based on market conditions, and ensure adherence to J.P. Morgan's risk management standards
• Educate clients on J.P. Morgan's suite of wealth management products, such as mutual funds, ETFs, and alternative investments
• Maintain accurate records, comply with SEC, FINRA, and internal regulatory requirements, and participate in ongoing professional development
• Drive branch performance by contributing to team goals and fostering a client-centric culture within J.P. Morgan Wealth Management

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management sector
• Ability to work in a branch-based setting and collaborate with cross-functional teams at J.P. Morgan Chase

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management solutions
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Chesterfield area
• Prior success in achieving sales targets and growing assets under management in a competitive financial market

Required Skills

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

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 up to 5% of eligible compensation
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to exclusive financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities at select locations
• Relocation assistance for eligible candidates joining the Chesterfield branch

JP Morgan Chase is an equal opportunity employer.