J.P. Morgan Wealth Management - Private Client Advisor - Delaware (Multiple Locations)

Location: Middletown, DE, 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 branch-based team in Delaware, with opportunities in multiple locations including Middletown, DE. As a Private Client Advisor, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, all while fostering enduring relationships that drive long-term success. This role is ideal for professionals passionate about the financial services industry who thrive in a dynamic, client-centric environment. Your primary focus will be on providing holistic financial advice, conducting in-depth client consultations, and recommending personalized portfolios that align with risk profiles and life goals. You will collaborate with J.P. Morgan's network of specialists to offer integrated services, such as access to private banking, lending options, and institutional-grade investments. In addition to client-facing responsibilities, you will actively prospect for new business within the Delaware community, participate in local events, and ensure all activities adhere to the highest standards of regulatory compliance and ethical practices upheld by J.P. Morgan Chase. Success in this position requires a blend of technical expertise and interpersonal skills, with a commitment to J.P. Morgan's core values of integrity, excellence, and client focus. You will have the opportunity to grow your career within one of the world's leading financial institutions, benefiting from ongoing training, cutting-edge tools, and a supportive team culture. If you are ready to make a meaningful impact on clients' financial futures while advancing your professional journey at J.P. Morgan Wealth Management, we encourage you to apply.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in branch locations across Delaware
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including risk tolerance analysis, goal setting, and portfolio recommendations
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic wealth solutions
• Prospect and acquire new clients through referrals, community networking, and branch-based interactions in areas like Middletown, DE
• Ensure all advisory activities comply with regulatory standards, including FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios, provide ongoing performance reviews, and adjust strategies based on market conditions and life events
• Educate clients on J.P. Morgan's suite of products, including brokerage accounts, retirement plans, and alternative investments
• Contribute to branch goals by participating in team meetings and supporting local market initiatives
• Maintain accurate records of client interactions and transactions using J.P. Morgan's CRM systems

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 services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in multiple locations within Delaware, including Middletown, DE
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase systems and platforms for wealth management
• Bilingual proficiency in English and Spanish to serve diverse client bases in Delaware
• Prior success in achieving sales targets and growing assets under management
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Time management and organization
• Empathy and active listening
• Market trend analysis
• Tax and estate planning basics
• Team collaboration
• Adaptability to branch-based operations

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 and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for multi-location roles within Delaware

JP Morgan Chase is an equal opportunity employer.