J.P. Morgan Wealth Management - Private Client Advisor - Eureka, CA Eureka)

Location: Eureka, CA, 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 Eureka, CA 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 part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools, research from our global markets team, and a full suite of banking and advisory services, to help clients achieve their financial goals in areas such as retirement planning, education funding, and legacy building. This position offers the opportunity to build meaningful, long-term relationships in the vibrant Northern California community of Eureka, where local market insights and personalized service are key to success. Your primary focus will be on understanding clients' financial situations through in-depth consultations, developing customized strategies that incorporate J.P. Morgan's diverse product offerings like mutual funds, ETFs, annuities, and lending solutions, and providing ongoing guidance amid evolving economic landscapes. You will collaborate closely with branch colleagues to ensure seamless service delivery, while also driving business growth through proactive outreach and referrals. Compliance and ethical standards are paramount, and you will uphold J.P. Morgan's commitment to integrity by adhering to all regulatory requirements and firm policies. This role is ideal for a motivated professional passionate about financial services and client success. In Eureka's dynamic environment, you will contribute to J.P. Morgan's mission of empowering clients to reach their aspirations, while benefiting from our robust support infrastructure, career advancement opportunities, and competitive compensation structure. Join us to make a lasting impact in wealth management.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, retirement, and estate planning
• Develop and maintain long-term relationships with private clients in the Eureka, CA branch, identifying opportunities to deepen client engagement
• Conduct thorough financial needs assessments and recommend tailored investment portfolios, insurance products, and banking solutions from J.P. Morgan's offerings
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management services
• Monitor client portfolios, market trends, and economic conditions to proactively adjust strategies and ensure alignment with client goals
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, SEC, and other regulatory requirements
• Prospect for new clients through community involvement, referrals, and branch networking in the Eureka area
• Educate clients on J.P. Morgan's digital tools, such as Chase Mobile app and online wealth management platforms
• Prepare and deliver financial reports, performance reviews, and goal progress updates to clients
• Contribute to branch goals by supporting sales initiatives and participating in local business development activities

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 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 advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work independently in a branch-based setting while collaborating with team members
• 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 in a J.P. Morgan Chase branch or similar high-net-worth client environment
• Bilingual proficiency, particularly in Spanish or local languages relevant to Eureka, CA
• Knowledge of local market dynamics in Northern California and community networking experience
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Financial planning software proficiency (e.g., MoneyGuidePro, eMoney)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Data analysis using Excel or similar tools
• Knowledge of tax implications in wealth management
• Networking and community engagement
• Adaptability to market changes

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
• Relocation assistance if applicable, and community involvement opportunities in Eureka, CA

JP Morgan Chase is an equal opportunity employer.