J.P. Morgan Wealth Management – Private Client Advisor - East Rutherford, New Jersey

Location: East Rutherford, NJ, 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 East Rutherford, New Jersey branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources and expertise to help clients achieve their financial goals, from retirement planning and investment growth to estate strategies and legacy building. This position offers the opportunity to work in a dynamic, client-focused environment within one of the world's leading financial institutions, contributing to the growth of our Wealth Management division in the competitive New Jersey market. Your primary focus will be on building deep, lasting relationships with clients by conducting thorough financial assessments and providing personalized advice on investment portfolios, tax-efficient strategies, and risk management. You will collaborate closely with J.P. Morgan bankers and specialists to offer integrated services, including access to exclusive lending options and alternative investments. Success in this role requires a client-centric approach, where you proactively identify opportunities to enhance their financial well-being while ensuring all recommendations adhere to the highest standards of fiduciary responsibility and regulatory compliance. J.P. Morgan Chase is committed to fostering an inclusive culture that values diversity and professional growth. As a Private Client Advisor, you will benefit from ongoing training, cutting-edge tools, and a supportive network that empowers you to deliver exceptional results. If you are passionate about financial services and ready to make a meaningful impact in clients' lives, join us in East Rutherford to advance your career in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the East Rutherford branch
• Develop and maintain long-term relationships with clients by understanding their financial goals, risk tolerance, and life objectives
• Conduct comprehensive financial reviews, including asset allocation, portfolio management, and retirement planning
• Identify opportunities to offer J.P. Morgan Wealth Management products such as investment accounts, insurance, and lending solutions
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management services
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA regulations, and fiduciary standards
• Prospect for new clients through community engagement, referrals, and branch networking in the local New Jersey market
• Monitor market trends and economic conditions to adjust client strategies and provide timely insights
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• Participate in ongoing professional development and training to stay current with industry best practices

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or the ability to obtain them within 120 days of hire
• 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 retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting in East Rutherford, New Jersey, with flexible hours including evenings and weekends as needed
• 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 tools, or similar enterprise financial platforms
• Bilingual proficiency in English and Spanish to serve diverse client populations in New Jersey
• Previous success in meeting or exceeding sales targets in wealth management products
• 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)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• CRM software proficiency (e.g., Salesforce or J.P. Morgan equivalents)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and economic analysis
• Team collaboration
• Ethical decision-making in fiduciary roles

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs with gym memberships, mental health support, and financial counseling
• Relocation assistance if applicable, plus commuter benefits for the East Rutherford location

JP Morgan Chase is an equal opportunity employer.