J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID

Location: Boise, ID, 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 Boise, ID branch, serving the Eastern Idaho region. In this branch-based role, you will act as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As a Private Client Advisor, you will leverage J.P. Morgan's global resources and expertise to provide holistic financial planning, including investment strategies, retirement planning, estate services, and access to premium banking products through our Chase Private Client network. This position is ideal for professionals passionate about helping affluent clients achieve financial security in a dynamic, client-centric environment. Your day-to-day responsibilities will involve building and nurturing deep relationships with high-net-worth clients, conducting thorough financial assessments, and recommending personalized portfolios using J.P. Morgan's sophisticated investment tools. You will collaborate with cross-functional teams, including J.P. Morgan bankers and specialists, to offer integrated solutions that address complex needs such as tax-efficient investing and philanthropic planning. In the Boise market, you will also focus on community engagement to grow your client base, participating in local events to position J.P. Morgan as the premier choice for wealth management in Eastern Idaho. Success in this role requires a client-first mindset, strong analytical skills, and a commitment to J.P. Morgan's high standards of integrity and excellence. You will thrive in a supportive branch atmosphere that emphasizes professional growth, with opportunities for advancement within our leading global financial institution. Join J.P. Morgan Wealth Management and empower clients to navigate their financial futures with confidence, all while advancing your career in one of the world's most respected firms.

Key Responsibilities

• Develop and maintain long-term relationships with private clients, providing personalized financial planning and investment advice
• Conduct comprehensive needs assessments to recommend tailored wealth management solutions, including retirement planning, estate strategies, and tax optimization
• Prospect and acquire new high-net-worth clients through branch networking, referrals, and community engagement in the Boise area
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic financial services
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client goals
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Educate clients on J.P. Morgan's suite of products, such as Chase Private Client services and J.P. Morgan Investment Management offerings
• Participate in branch events and professional development to enhance client satisfaction and team performance
• Analyze economic trends and provide insights to help clients navigate financial decisions in the Eastern Idaho region

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) licenses
• Minimum of 3 years of experience in financial advisory or wealth management roles
• Proven track record of client relationship management and portfolio growth
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment serving high-net-worth individuals
• 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 working with affluent clients in the Western United States
• Knowledge of J.P. Morgan's proprietary wealth management tools and platforms
• Bilingual proficiency in English and Spanish to serve diverse client bases in Idaho
• Prior experience in a J.P. Morgan Chase branch or similar financial institution

Required Skills

• Financial analysis and portfolio management
• Investment advisory and risk assessment
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC)
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Knowledge of financial products (mutual funds, ETFs, annuities)
• Time management and organizational skills
• Empathy and active listening for client needs
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Negotiation and consultative selling
• Adaptability to market changes
• Team collaboration in a branch setting
• Ethical decision-making in high-stakes environments

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
• 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 for qualifying candidates moving to Boise, ID

JP Morgan Chase is an equal opportunity employer.