J.P. Morgan Wealth Management – Private Client Advisor - Edison/Piscataway - New Jersey

Location: Edison, 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 branch in Edison/Piscataway, New Jersey. In this client-facing role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools and research, to help clients achieve their financial goals, from retirement planning to legacy building. This position offers the opportunity to build a rewarding career in a dynamic, supportive environment focused on excellence and integrity in financial services. Your primary focus will be on fostering deep, long-term relationships with private clients in the local community, providing personalized advice on investments, estate planning, and risk management. You will conduct thorough financial reviews, recommend diversified portfolios using J.P. Morgan's proprietary products, and ensure all recommendations align with regulatory standards and the firm's commitment to ethical practices. Collaboration with J.P. Morgan's network of experts will enable you to offer holistic solutions, while proactive outreach and community engagement will drive business growth in the competitive New Jersey market. Success in this role requires a passion for helping clients navigate complex financial landscapes, combined with strong analytical skills and a client-centric approach. You will thrive in a branch-based setting that emphasizes work-life balance, professional growth, and access to J.P. Morgan's global opportunities. Join us to make a meaningful impact on clients' financial futures while advancing your career at a premier institution renowned for innovation and stability in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Edison/Piscataway community
• 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 goal setting, risk tolerance analysis, and portfolio recommendations
• Collaborate with J.P. Morgan bankers, investment specialists, and support teams to deliver holistic wealth solutions
• Prospect for new clients through networking, referrals, and community involvement in the local New Jersey market
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan's internal regulatory standards
• Monitor client portfolios and market conditions to proactively adjust strategies and communicate updates
• Educate clients on J.P. Morgan's suite of products, including brokerage accounts, retirement plans, and alternative investments
• Track and report on client interactions, performance metrics, and business development goals using J.P. Morgan's CRM systems
• Participate in branch events and training to enhance client experience and professional development

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses
• At least 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 sector
• Ability to work independently in a branch-based setting while collaborating with J.P. Morgan teams
• Valid driver's license and willingness to travel within the Edison/Piscataway area

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency in English and Spanish to serve diverse client bases in New Jersey
• Previous success in meeting or exceeding sales targets in a competitive financial services market
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and business development
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Market research and trend analysis
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Digital literacy for financial tools
• Team collaboration and leadership

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 access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Opportunities for career advancement within J.P. Morgan's global network

JP Morgan Chase is an equal opportunity employer.