J.P. Morgan Wealth Management - Private Client Advisor - Coral Springs, Oakland Park, Deerfield Beach, Pompano Beach, FL

Location: 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 dynamic team in South Florida, serving clients across Coral Springs, Oakland Park, Deerfield Beach, and Pompano Beach. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and personalized advice to individuals and families, helping them navigate their wealth-building journey. Leveraging J.P. Morgan's global resources and innovative platforms, you will create tailored strategies that encompass investment management, retirement planning, estate solutions, and more, all while fostering trust and long-term partnerships in a vibrant, diverse community. Your day-to-day responsibilities will include conducting in-depth client consultations to assess financial goals, recommending suitable investment portfolios from J.P. Morgan's extensive offerings, and monitoring performance to ensure alignment with objectives. You will actively prospect for new business through local networking, seminars, and referrals, while collaborating with our broader team of experts to provide seamless, holistic advice. Compliance and client-centric service are at the core of everything you do, ensuring recommendations adhere to the highest regulatory standards and ethical practices upheld by J.P. Morgan Chase. This role offers an exciting opportunity to thrive in a supportive environment where your expertise can make a meaningful impact. With access to cutting-edge tools, ongoing training, and a culture of excellence, you will contribute to J.P. Morgan's mission of empowering clients to achieve financial success. If you are passionate about wealth management and ready to grow your career with one of the world's leading financial institutions, we encourage you to apply.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the South Florida region
• Develop and maintain long-term relationships with clients by understanding their unique financial goals and risk tolerance
• Conduct comprehensive financial reviews, including portfolio analysis, retirement planning, and estate strategies
• Prospect and acquire new clients through community engagement, referrals, and branch-based networking in Coral Springs, Oakland Park, Deerfield Beach, and Pompano Beach
• Collaborate with J.P. Morgan teams, including investment specialists and bankers, to deliver holistic wealth management solutions
• Ensure all recommendations comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor market trends and economic conditions to adjust client portfolios proactively
• Educate clients on J.P. Morgan's suite of products, including brokerage accounts, mutual funds, and alternative investments
• Track and report on client portfolio performance, aiming to meet or exceed growth targets
• Participate in branch events and professional development to enhance advisory capabilities

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 advising, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships to achieve sales and retention goals
• Strong understanding of investment products, financial planning, and regulatory compliance in the wealth management sector
• Ability to work in a branch-based environment serving clients in Coral Springs, Oakland Park, Deerfield Beach, and Pompano Beach, FL
• Clean U4 record and compliance history

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) designation
• Experience with J.P. Morgan's wealth management platforms or similar enterprise systems
• Bilingual proficiency in English and Spanish to serve diverse South Florida clientele
• Previous success in generating new business through networking and referrals in a competitive market
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, ETFs, alternatives)
• Client relationship building and retention
• Sales and business development
• Regulatory compliance (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management in a fast-paced environment
• Empathy and active listening for client needs
• Networking and referral generation
• Data interpretation from market reports
• Ethical decision-making in advisory roles
• Team collaboration with cross-functional groups

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 academy
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance for eligible candidates within the South Florida area

JP Morgan Chase is an equal opportunity employer.